Paraplanners Assembly x Utmost: 2021

Episode 1: Bond Gain update and planning tips

  • Watch the Online Assembly here
  • Download your copy of the slides here
  • Get your CPD certificate here

Episode 2: Relevant Property Regime

  • Watch the Online Assembly here
  • Download your copy of the slides here

Episode 3: tax trust calculations and planning

  • Watch the Online Assembly here
  • Download your copy of the slides here

Episode 4: Family investment companies

  • Watch the Online Assembly here