A deep dive into a trust deed and the information and points paraplanners should look out for.

Learning objectives

During the session we covered….

An exploration of the factors paraplanners should consider when planning for couples.

Learning objective

During the session we covered…

A large number of clients have an objective to pass their wealth on to the next generation or generations. We explore the issues paraplanners should be thinking of when creating a suitable strategy.

Learning objectives

During the session we covered…

A festive wrap up with a paraplanner quiz to boot.

A team of paraplanners and an expert dissect a case study looking at IHT and the Deed of Variation.

Learning objectives

During the session we covered…

A deep dive into Family Investment Companies.

Learning objectives

During this session we covered…

A refresher on the basics of investing.

Learning objectives

During this session we covered…

A refresher on the basics of investing.

Learning objectives

In this session, we covered…

A team of paraplanners and an expert dissect a case study looking at lifetime allowance.

Learning objectives

In this session we covered…

A deep dive into trusts and how they are taxed.

Learning objectives

In this session we covered…