We are excited to bring you the 2023 Technical Insight Seminars – another nationwide roadshow not to be missed!.
Our line-up of expert speakers will be covering the latest on pensions, tax, regulation, investment, suitability, retirement planning, exam training and other areas, with the aim to help you deliver even better outcomes and service to your clients.
Our CPD accredited events also give you the chance to mix with your fellow paraplanners and find out how they are working.
Four sessions you’ll find on this year’s agenda:
Ask Les
In this Q&A session, Les Cameron, and other members of the Technical team at M&G Wealth, will be presenting on the tax landscape post the Autumn Statement and the 2023 Budget and then taking your questions from the floor on all things taxation.
Tax and Estate Planning and the role of the Onshore Bond in a client’s investment journey
Onshore Bond can remain a tax effective and very relevant investment wrapper as individuals progress through their investment lifecyle. HSBC Life will be looking at tax effective wrappers, the current tax environment for Bonds and the associated trusts and how they operate and where and when it is relevant to use them.
Taxation of corporate Investments
When business owners find they have more cash on their business than they need, how can they invest it tax efficiently avoiding double taxation. Transact’s tax expert Brian Radbone delves into the issues. He also looks at the rise of family investment and how corporate taxation may provide a better basis for large scale inheritance planning than using trusts.
A closer look at pension planning
Following the Spring budget there have been several significant changes to pension planning for adviser firms. Fidelity International will highlight the changes and the practical opportunities they can offer to clients impacted by them.
The session will also explore pension annual allowances and the link with earnings and tax relief. It will include calculations and worked examples plus a review the rules regarding Carry Forward, including who can utilise it.
WHERE AND WHEN
April to July:
Exeter: 19 April, Sandy Park
Birmingham: 17 May Crowne Plaza Birmingham City Centre
London: 7 June, ETC Venues, Fenchurch Street
Chester: 28 June, Double Tree Hilton
Southampton: 12 July, Hilton at the Ageas Bowl
September to December:
Edinburgh: 27 September, Waldorf Astoria
Glasgow: 28 September, Radisson Blu Glasgow
Leeds: 4 October, Weetwood Hall Estate
Manchester: 18 October, Midland Hotel
Bristol: 8 November, The Aztec
Newcastle: 22 November, Innside by Melia
Colchester: 6 December, Colchester FC
