Join us in Colchester on Wednesday 6 December for a full day of technical insights worth 5.8 hours of structured CPD.
You will hear from Mel Holman of CATS, who will be talking on how to keep your reports and recommendations compliant as well as Les Cameron, Head of the M&G Wealth technical team, who as well as presenting on the current tax landscape will open the floor to answer your questions on tax, trusts and pensions.
These are just two of the sessions in a jam-packed day of insight into the key areas of pensions, tax, investments that as paraplanners you will be tackling day-to-day.
Our range of other expert speakers will be covering:
Pension scheme death benefits – delving into the details
Tax and estate planning
Improving tax efficiency for clients
The importance of clients staying invested
Tax treatments when corporate investing
The full day will give you 5.8 hours of structured CPD as well as provide valuable insights, using using case studies and calculations, that you can use straight away with clients there will be those golden nuggets to use in future client cases, making the day well worth the time out of the office.
The Seminar takes place at Colchester United Football Club. We look forward to seeing you there.
Rob Kingsbury
Editor
Professional Paraplanner
