The Professional Paraplanner Technical Insight Seminars return to Reading this year for day packed with technical knowledge that can help you to deliver better outcomes for your clients.
The day starts with Les Cameron, Head of the Technical team at M&G Wealth with a post Budget day presentation.
He will be followed by a range of technical experts, tackling:
• Tax and Estate Planning
• Efficient use of SIPPs
• IHT problems and opportunities
• Making the most of the UK’s tax benefits, and
• The soft skills now needed by paraplanners in their role
Here’s what paraplanners are saying about the seminars so far this year:
“Please pass on my thanks to the team for a great day which was filled with high quality presentations which have definitely enhanced the Paraplanning teams learning and development.”
“Great seminar again yesterday – I really enjoyed it. I will be on the lookout for the 2025 event.”
“I just wanted to say thanks to you, your team and the other speakers at last week’s event – it was a brilliant day, the variety of topics were great and it was definitely an insightful day into the world of paraplanning! I very much look forward to attending a similar sort of event in the future.”
“Wonderful hospitality, informative speakers and a brilliant venue.”
“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.”
“Thank you for another thought provoking and very relevant day of presentations.”
“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!”
