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What do paraplanners need to know following the Budget?


Wednesday 27th March 2024





With the dust settling on the Chancellor’s Budget, Assembly favourite, Les Cameron from M&G Wealth, joined us to cast his expert gaze over the measures announced and what they mean for advice firms and their clients. 

Over the course of one lunch-hour, Les explored what Jeremy Hunt’s Budget statement meant for things like inheritance tax, non-dom status, national insurance, lifetime allowance, annual allowance and pretty much any other allowance you can think of.

How many of the Budget measures trailed in the media in advance of the Chancellor’s speech actually materialised or turned out to be Treasury sleight of hand?

As regular Assembly participants know, Les absolutely loves fielding questions on tax and investing (especially from paraplanners) so tune into to see what issues cropped up.

Finally, grab a record of attendance for your CPD visit the dedicated event page for this Assembly at M&G Wealth’s Tech Matters site.


Les Cameron
M&G Wealth

Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.

A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.

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M&G Wealth has published a dedicated page for this event at its Tech Matters site. Follow the link to grab your CPD and a copy of Les’s slides.

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