Oxford paraplanners have you secured your place at our next Seminar?

30 May 2024

Calling paraplanners  in the Oxford area. There is now just three weeks to go until our Technical Insight Seminar at the Leonardo Royal Hotel on Wednesday 19 June.

The event is fully CPD accredited and includes a fantastic lineup of speakers delivering expert knowledge in plenary and workshop (boardroom) settings.


Here’s what you can look forward to:

With the LTA abolished and HMRC rules continuing to change, Les Cameron, head of Technical at M&G Wealth (voted by paraplanners as the seven times winners of the Best Technical Support for Paraplanners award) will be tackling the operation of pension tax free cash payments in excess of 25% and decisions around what order gifts should be made for IHT purposes.

He will be joined on the day by four more expert speakers covering:

The lifecycle of a SIPP and how this affect clients, including the potential impacts on contributions to defined contribution arrangements (SIPP / SSAS), carry Forward calculations, use of commercial property that can be held within SIPP/SSAS, in-specie transfer of assets between providers, and ways in which succession planning can take place in SIPP where illiquid assets are held.

Tax planning including the legislation changes to the pension savings landscape and what this means for financial planning, with considerations such as whether to utilise Investment Bonds or GIAs for unwrapped investments, as well as Capital Gains tax-planning opportunities

Understanding  how discretionary trust IHT charges are calculated and reported and how the Rysaffe Principle can be used to reduce discretionary trust IHT charges

And in the historical context of the active vs passive investment debate, to understand the high level of concentration within equity markets in a historical context and the affect of this phenomenon on active management performance, and the risks associated with passive fixed income investing.



Professional Paraplanner