Wednesday 8 May 2024 will see Professional Paraplanner be bringing our Technical Insight Seminars to Belfast for the first time.
We are looking forward to a day of expert insights and meeting paraplanners at the Hilton Belfast.
If you’re not yet registered you can sign up HERE
We are delighted to have Paul Squirrell, pensions expert at Fidelity International, providing a deep dive into all you need to know about the evolving LTA landscape.
And on the same agenda, Les Cameron, Head of Technical for M&G Wealth will take you through the standards trusts and efficient tax planning, in particular in terms of order of tasks to be undertaken.
Paraplanners will be able to hear from both these extremely knowledgeable presenters and ask questions of them at the events. If you are finding the new LTA rules confusing or want to know how transitional tax-free amount certificates work, these are the experts to talk to.
Paraplanner feedback from our Exeter event on 17 April: “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!”
REGISTER HERE TO SECURE YOUR PLACE
On the agenda in Belfast:
The LTA legislation landscape 2024-2025 – Paul Squirrell, Fidelity International
Getting your tax planning in order – Les Cameron, M&G Wealth
Use of Discretionary Trusts in Tax and Estate Planning – Francesca Gandolfi, HSBC LIfe
A Day in the Life of a Paraplanner – Natalie Dawes, Bespoke Training Solutions
IHT problems and opportunities – Brain Radbone, Transact
Main image: Les Cameron addresses our Exeter Technical Insight Seminar, April 2024
