Paraplanners interested in hearing the latest on ESG and sustainable issues will want to attend our Bristol Technical Insight Seminar, to hear from EdenTree.
Adam Kelly of EdenTree will be running one of the breakout sessions, which will give paraplanners the ideal opportunity to ask any questions they may have on helping their clients navigate sustainable investing.
Also on the agenda will be Les Cameron, head of Technical, M&G Wealth, tackling the order of tax planning with a Q&A Session, and sessions on:
• Making the most of UK tax benefits
• Key aspects in the lifecycle of saving into a SIPP
• Tax planning for life’s key events
and Bespoke training Solutions on the importance of oft skills for paraplanners.
Join us at the Aztec Hotel an Spa on 6 November for a day packed with great technical insight.
Main image: dwayne-joe-J71BteAZJ5A-unsplash
