Professional Paraplanners’ Technical Insight Seminars return to Nottingham this autumn, with 5 hours of CPD accredited sessions.
The seminar takes place at The Belfry, Nottingham, on 25 September, ending at 3.10pm.
Secure your place by registering here.
Each of the sessions provides expert insight into topics that paraplanners can take away and use in their research and recommendations for clients’ financial plans.
Hear from Les Cameron, Head of Technical at M&G Wealth, covering the order of tax planning, followed by sessions from LV, Fidelity, Transact, HSBC Life and Blackfinch, covering de-risking of centralised propositions, points of tax planning, IHT opportunities, estate planning and trusts and alternative tax strategies.
You will come away from the day brimming with insights you can use in your day-to-day paraplanning.
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