If you haven’t already discovered it, when you explore our new Resources page, you can search more than 6,000 minutes of video content from our previous online Assemblies. These are the top five most popular videos between 1-31 January 2023 – that’s based on the total number of views.
1. Top slicing relief: Planning strategies
Steve Sayer from Utmost Group talks about financial planning approaches to top slicing relief. Steve offers tips on avoiding incurring trustee rates of tax on gains, explains when new money should top up an existing bond or go into a new one, and suggest how to plan for ongoing income.
2. Getting started with SSAS
Rachel Geary of Barnett Waddingham explores small self-administered schemes (SSAS) and what paraplanners need to know.
3. What’s the right order of tax on income?
Do you know the order in which income tax is applied to different sources? If not, this Assembly with Les Cameron of M&G Wealth is for you. Even if you think you do know, we’re sure you’ll leave this Assembly older – by 45 mins and 32 seconds – but wiser.
4. Get into the right headspace for tax year end
Facilitator Becca Timmins is joined by Kez Condy and Jo Parkes from Navigatus, Zoe Hitchcock from Crowe UK and Emery Little’s Satu Flynn to discuss how they were getting in the zone for 2023’s tax deadline.
5. A plain English guide to old pension jargon: part one
James Jones-Tinsley of Barnett Waddingham and Richard Allum pick their way through the potpourri of jargon associated with old pensions contracts. This video is so popular, we’ve just recorded a new episode which we’ll publish at the end of this month – February 2023.Back to Resources