What paraplanners are saying about this year’s Technical Insight Seminars

17 May 2024

We look forward to seeing you at one of our upcoming Seminars: Oxford (19 June), Chester (26 June), Southampton (3 July)

The Professional Paraplanner team have just returned from our Birmingham Technical Insight Seminar, which was at full capacity for the day. Delegates heard from expert speakers on order of gifting and the LTA, tax and estate planning, the lifecycle of a SIPP, how to make the most for your clients’ UK tax benefits, business relief, applying soft skills in the paraplanning role and effective suitability report writing.

This is what paraplanners are saying about this year’s Technical Insight Seminars

“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.”

“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!”


Our next events are in:

London: 5 June (FULL and on waiting list)

Oxford: 19 June

Chester: 26 June

Southampton: 3 July

Our Autumn events kick off in September in

Aberdeen: 10 Sept

Edinburgh: 11 Sept

Glasgow: 12 Sept

Nottingham: 25 Sept

Leeds: 9 October

Manchester: 23 Oct (FULL and on waiting list)

Bristol: 6 November

Reading: 20 November

Newcastle: 27 November

You can book any of the available events HERE: Technical Insight Seminars 2024

M&G Wealth’s Les Cameron talks order of gifting post the LTA changes

Caroline Stuart, Sparrow Solutions, presenting on effective suitability report writing

Professional Paraplanner