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A special tax year end Assembly

Products and providers
Tax and trusts

Wednesday 13th March 2024





A special tax year end Assembly combining expert insights and Chat-powered Q&A.

Coming just a week after the Budget statement on 6 March, a little over a fortnight before tax year end, and while the Finance Bill from last October’s statement is still making its way through Parliament, it was the ideal time to tune in to what you really need to know as the tax year hits its paraplanning peak.

To help, we gathered together a stellar panel of experts to share their knowledge and know-how: Les Cameron from M&G Wealth, James Jones-Tinsley of Barnett Waddingham and Transact’s Brian Radbone. (Scottish Widows’s Tom Coughlan, was due to join us but technical gremlins proved too much of an obstacle.)

Expect a lunch-hour discussion laden with lashings of insights on allowances, reliefs and exemptions spanning pensions, ISAs, capital gains tax and inheritance tax (and everything in between).


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.

Tom Coughlan
Scottish Widows

Tom has spent over 25 years in technical roles. He has wide experience including the provision of technical support to financial advisers covering life, pensions and investment compliance. He currently specialises in the tax aspects of pension planning

Brian Radbone

Brian has been in the financial services industry for over 35 years. He joined Transact in December 1999 shortly before its launch. Here he provided input into the development the tax wrapper functionality on the system whilst establishing a technical tax support function for financial advisers. He is now responsible for the team providing support to both advisers and the business.

James Jones-Tinsley
Barnett Waddingham

James graduated from Leeds University in 1990 with a degree in Economic History. He qualified as an Associate of the Pensions Management Institute in 1994 and became a Fellow in 2004. James is also a qualified Chartered Financial Planner and an Associate of the Personal Finance Society. During the 13 years prior to joining Barnett Waddingham in 2015, he held pension technical roles with two Yorkshire-based firms of Independent Financial Advisers.

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