Welcome to The Self-Assembly Paraplanning Show, a monthly unscripted conversation where we invite a small group of paraplanners to compare notes on what’s actually happening in their world.
Just so you know: guests appear in a personal capacity and not on behalf of the business that employs them.
This month’s host, Julie South, is founder of outsourced paraplanning firm, Bee Paraplanning. Julie is joined by guests Lucy Halliday, a senior paraplanner at Argonaut Paraplanning, and Chris Wormwell, an in-house paraplanner at Wesleyan Financial Services.
Among the topics that Julie, Lucy and Chris cover this month are:
- the UK Government’s Autumn Budget – set for Wednesday 28 October – and what’s rumoured to be in it?
- who’s been hearing about clients asking to take their tax-free cash?
- the potential CGT changes that are on their radars plus chat about IHT and agricultural property relief
- why clients should plan for both sides of care – paying for their own, and understanding what caring for someone else could mean for their finances
- why cash flows should factor in the risk of redundancy and illness (and caring responsibilities)
- what the UK Government’s consultation on the rights of cohabiting couples in England and Wales could mean for things like IHT and wills
It’s an episode that’s big on the potential of cash flows and annual reviews as a way to prompt conversations with clients about the stuff that doesn’t get mentioned as much as it could.
Oh and Lucy and Chris offer their gaming and streaming recommendations for October, plus plugs for events they’re planning to attend, too.
AI in this episode
We used Adobe Podcast’s Enhance tool to clean up audio levels and quality.
We used Canva’s background remover for the head-and-shoulder shots of Julie, Chris and Lucy in the cover image of this episode.
