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‘Pensions and tax planning has never been as technical’

10 March 2019

In this short video, Professional Paraplanner editor Rob Kingsbury caught up with Paul Kennedy, head of tax and trust planning FundsNetwork and Paul Squirrell, national pensions sales manager for the company – two of our speakers at this year’s Technical Insight Seminars – on set as they were shooting videos for the FundsNetwork website.

They talked about the events, end of tax year planning and the resources FundsNetwork has available to help paraplanners with the range of options open to them when pensions and tax planning.

WATCH THE VIDEO HERE.

This year’s Technical Insight Seminars will take place at 15 venues around the country. The events are free to attend for paraplanners. You can register HERE.

You can watch pension and tax experts Paul Kennedy and Paul Squirrell take a step-by-step approach through tax-year-end pensions considerations HERE.

 

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