Colchester paraplanners: What’s coming from the FCA?
On Wed 6 December you can join us for a day of expert technical insight, including a dedicated session from Melanie Holman, director of CATS, who will bring you up-to-date on what ‘s coming down the line from the FCA and what this might mean for suitability.
Hear also from Les Cameron, Head of the M&G Wealth technical team, who as well as presenting on the current tax landscape, including the now confirmed abolition of the LTA, will open the floor to answer your questions on tax, trusts and pensions.
Also on the agenda are a range of other expert speakers covering:
Pension scheme death benefits – delving into the details
Tax and estate planning
Improving tax efficiency for clients
The importance of clients staying invested
Tax treatments when corporate investing
The full day will give you 5.8 hours of structured CPD as well as provide valuable insights using using case studies and calculations, that you can use straight away with clients there will be those golden nuggets to use in future client cases, making the day well worth the time out of the office.
The Seminar takes place at Colchester United Football Club, registration from 8.30am for 9.00am start.
We look forward to seeing you there.
Rob Kingsbury
Editor
Professional Paraplanner
