Join us at our Cardiff and Belfast Technical Insight Seminars (1 may and 8 May respectively) to get a better understanding of the current tax landscape and how they can steer clients through it.
We are delighted to have Les Cameron, Head of Technical for M&G Wealth addressing both our Cardiff and Belfast seminars, who will take you through ordering your tax planning efficiently.
Paul Squirrell, pensions expert at Fidelity International, presenting in Belfast, will do a deep dive into all you need to know about the evolving LTA landscape.
Paraplanners will be able to hear from both these extremely knowledgeable presenters and ask questions of them at the events. If you are finding the new LTA rules confusing or want to know how transitional tax-free amount certificates work, these are the experts to talk to.
Feedback from our Exeter event on 17 April: “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!”
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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?
The LTA legislation landscape 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
Main image: Les Cameron addresses our Exeter Technical Insight Seminar, April 2024
