Join us at the Oxford Technical Insight Seminar – 19 June

6 June 2024

Our first ever Oxford Technical Insight Seminar takes place at the Leonardo Royal Hotel on Wednesday 19 June.

The event is fully CPD accredited and includes a fantastic lineup of speakers delivering expert knowledge in plenary and workshop (boardroom) settings.

Here’s some feedback from our most recent Seminar in London:

“Excellent speakers and range of topics”

“I found this year was even better than last year”

“Your events are the best, full of very useful knowledge, so well organised”


Here’s what you can look forward to in Oxford:

Les Cameron, M&G Wealth’s Head of Technical, will be bringing his technical knowledge and experience to bear on why you need to get your clients’ tax planning in order, in particular post LTA abolition.

Les Cameron, M&G Wealth, London Seminar

Steven McPhillips, Dentons, London Seminar

He will be joined on the day by four more expert speakers covering:

The lifecycle of a SIPP and how this affects clients

Tax planning in the new pension savings landscape

Use of discretionary trusts for IHT, with some useful tips on how to reduce IHT charges.

The current high level of concentration within equity markets and the effect on clients’ active and passive investment performance.


This is what paraplanners are saying about this year’s Technical Insight Seminars

“I just wanted to email to say that yesterday’s event was fantastic, and I came away with so much more knowledge and understanding of the more complex areas covered yesterday by the guest speakers. It’s also great to see an event targeted to paraplanners specifically.”

“I’d like to thank all at Professional Paraplanner and the guest speakers for an excellent day at the Crown Plaza in Birmingham yesterday. It was very informative and engaging throughout.”

“I wanted to say a big thank you for the event in Exeter last week. It was really enjoyable and informative and I wanted to say a big thank you to you and all involved for the work in arranging it. I’m looking forward to next year’s event already!”

Professional Paraplanner