Online Assembly: Inter-generational planning Wednesday 26 January 2022

What's it all about?

A large number of clients have an objective to pass their wealth on to the next generation or generations. We’ll be joined by Brian Radbone of Transact to discuss the issues paraplanners should be thinking of when creating a suitable strategy for this including:

  • Gifting during life vs gifts made after death
  • Access and control
  • Using the right tax wrappers
  • Trusts
  • Investment strategies

Don’t forget! This is an interactive session so make sure you put any questions you have to the panel. Speaking of panels…

Meet the panel

  • Brian Radbone – Head of Technical Services, Transact. 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.
  • Richard Allum – Founder of The Paraplanners (and manages to run a few paraplanner events).

Q&A: When, where and how much?

Q: When and where will the event take place?
A: It takes place on our crowdcast channel here and is on Wednesday 26 January, 1.00-2.00pm.

Q: What if I can’t make it to the event?
A: There’s good news. Book a spot and watch a replay of the session whenever it suits you.

Q: How do I book my place and, if so, how much does it cost?
A: It’s FREE. Head over to the channel by clicking the ‘BOOK NOW’ button on this page, and once there click ‘SAVE MY SPOT’ for the event.

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26th January 2022

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Supported by...

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AEGON logo
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Just logo
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