Tax year end is one of the busiest periods for paraplanners, and we know how important it is to have the right tools, insights, and support at your fingertips. That’s why Quilter is hosting three free, bite‑sized webinars designed to help paraplanners and administrators save time and get more from the Quilter platform.
Across three mornings, you’ll gain practical guidance to help you streamline key processes, identify opportunities for your clients, and stay confidently on track as deadlines approach. Each session lasts around 15 minutes, making it easy to fit into your day.
Register now to avoid missing out:
- TYE tips and maximising ISA opportunities |Tuesday 24 February, 10am
Discover practical, time-saving tips for tax year end and explore ways to help clients make the most of their ISA allowances. - Using Quilter’s CGT reporting tool |Wednesday 25 February, 10am
See how our intuitive Capital Gains Tax tool can easily provide reports for current and previous tax years, and be used for ‘what if’ modelling on a potential CIA withdrawal. - Cross‑wrapper transfers with Quilter | Thursday 26 February, 10am
Learn how to complete cross‑wrapper transfers quickly and easily, and understand where they can support client planning.
The webinars are being delivered by Quilter platform specialists Kieran Howell, Dan Woodnut and Michael Jaggard, who bring many years of experience to their roles.
REGISTER HERE to secure your spot on one or all of these sessions
Main image: andrew-neel-cckf4TsHAuw-unsplash
