Chester seminar (26 June) – a few places left

17 June 2024

We’re looking forward to bringing our Technical Insight Seminars back to Chester on 26 June. 

Taking place at the Double Tree by Hilton Chester, the seminar has full CPD and we start the day as we mean to go on with a deep dive into the replacement of the lifetime allowance. This will have an up-to-date assessment of everything you need to know as a paraplanner about the changes and how they are affecting clients, and a chance to ask questions too. The session will be presented by Paul Squirrel of Fidelity Adviser Solutions.

Also on the agenda is Les Cameron, head of Technical at M&G Wealth (formerly The Pru) – 7 times winner of our Best Technical Support to Paraplanners award – who will be breaking down the order of tax planning, in particular when using trusts.

We’ll also have sessions on venture capital, EIS and tax planning, the soft skills we need as paraplanners and serving clients with multiple investment goals.


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

“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”

“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