This year we are delighted to be bringing the Technical Insight seminars back to Cardiff and to a new location for us – Belfast!
We have space left at both locations, so if you want a day full of technical content designed specifically to help paraplanners do the best job for their clients, make sure you sign up asap.
Our Seminars consist of a mix of plenary and boardroom sessions to give you the best opportunity to learn from our expert speakers.
Cardiff: 1 May at Hensol Castle
Belfast: 8 May at the Hilton, Belfast.
What’s the agenda in Cardiff?
Getting your tax planning in order – Les Cameron, M&G Wealth
Exploring the lifecycle of a SIPP client; key aspects to bear in mind – Stephen McPhillips, Dentons
Making the most of the UK tax – Donald Manning, Fidelity International
A Day in the Life of a Paraplanner – Natalie Dawes, Bespoke Training Solutions
Effective suitability report writing – Sian Davies Cole
IHT problems and opportunities – Brain Radbone, Transact
What’s the agenda in Belfast?
LTA legislation 2024-2025 – Paul Squirrell, Fidelity International
Getting your tax planning in order – Les Cameron, M&G Wealth
Use of Discretionary Trusts in Tax and Estate Planning – Francesca Gandolfi, HSBC LIfe
A Day in the Life of a Paraplanner – Natalie Dawes, Bespoke Training Solutions
IHT problems and opportunities – Brain Radbone, Transact
