Tune in to our first Paraplanners’ Assembly podcast episode

Blog post

Today, we’ve published our most recent online Assembly on getting in the right headspace for tax year end as our very first podcast episode.

From now on, we’ll be publishing a podcast edition after each online Assembly – as well as bonus content from time to time.

In addition to the library of videos from more than 100 online Assemblies, it’s another way in which the Assembly hopes – no matter whether you’re a contributor or listener – you’ll be able learn things, fix things and share things that help you become the paraplanner you want to be.

Where can I find the podcast?

It may take a while for episodes to appear on your favourite podcast app but you can already find us on Spotify – and we’ve popped the episode below for good measure. (Depending on the privacy settings you accepted for our site, you may need to click a ‘Load content’ button for the Spotify player to appear.)

What’s in this episode?

Our first podcast episode features the conversation from our recent Assembly on getting in the right headspace for tax year end. Facilitated by Becca Timmins, the discussion involved guests with loads of in-house and outsourced paraplanning experience between them: Zoe Hitchcock from Crowe UK, Emery Little’s Satu Flynn, and Kez Condy and Jo Parkes from Navigatus.

With the upcoming tax year end deadline in mind, our guests tackled three questions:

  • What went well at tax year end last year?
  • What was a challenge?
  • What will you take with you into this tax year end?

Tune in to hear paraplanners share their insights and experiences and perhaps you’ll pick up some ideas, tips and techniques you can apply to your own run in to this year’s tax year end.

Click on the button to load the content from open.spotify.com.

Load content

Back to Resources