A special tax year end Assembly combining expert insights and Chat-powered Q&A.

Coming just a week after the Budget statement on 6 March, a little over a fortnight before tax year end, and while the Finance Bill from last October’s statement is still making its way through Parliament, it was the ideal time to tune in to what you really need to know as the tax year hits its paraplanning peak.

To help, we gathered together a stellar panel of experts to share their knowledge and know-how: Les Cameron from M&G Wealth, James Jones-Tinsley of Barnett Waddingham and Transact’s Brian Radbone. (Scottish Widows’s Tom Coughlan, was due to join us but technical gremlins proved too much of an obstacle.)

Expect a lunch-hour discussion laden with lashings of insights on allowances, reliefs and exemptions spanning pensions, ISAs, capital gains tax and inheritance tax (and everything in between).

Is advicetech getting any better at helping advice professionals deliver a great advice experience to clients? Or are we destined for a future in which we struggle to get platforms, services and software to work the way we really want?

That’s what platforms, pensions and investments consultancy, the lang cat, wondered. That’s why they spoke to paraplanners, advisers and administrators for their latest report – A Fragmented World – published late last month.

The report combines findings from in-depth interviews with nearly 40 financial planning firms with responses to a comprehensive online survey completed by scores of financial advice professionals.

But will the lang cat’s findings chime with your own day-to-day experience of advicetech?

To find out, watch the replay of this online Assembly where the lang cat’s insight director, Steve Nelson, shares what they learned – and what it means for paraplanners and your use of advicetech in future.

From now on, there’s no need to visit Crowdcast to save your spot at an online Assembly. Just tap ‘Book event’ and follow the step-by-step instructions.

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Many paraplanners may never have worked on an annuity or have less experience since pension freedoms came in. In this session, we cover the basics of guaranteed income.

Learning objectives

During the session we covered…