Newcastle paraplanners: Writing Readable Suitability Reports
Join us on Wed 22 November for 5 hours of technical insights and a dedicated session from Caroline Stuart, Director of Sparrow Paraplanning, on Tools, Tips and Techniques for clear communication when writing Suitability Reports
Hear also from Mark Devlin, Senior Technical Manager, M&G Wealth technical team, who as well as presenting on the current tax landscape will open the floor to answer your questions on tax, trusts and pensions.
Also on the agenda are a range of other expert speakers, using case studies and calculations when covering:
Pension scheme death benefits – delving into the details
Tax and estate planning
Planning for future generations
The day provides structured CPD as well as valuable insights to use straight away with clients and those golden nuggets to use in future client cases, making the day well worth the time out of the office.
The Seminar takes place at the INNSide by Melia hotel, Newcastle. We look forward to seeing you there.
Rob Kingsbury
Editor
Professional Paraplanner
