Professional Paraplanners’ Technical Insight Seminars return to Nottingham this autumn, with 5 hours of CPD accredited sessions.
The seminar takes place at The Belfry, Nottingham, on 25 September, with six CPD accredited sessions, ending at 3.10pm.
Each of the sessions provides expert insight into topics that paraplanners can take away and use in their research and recommendations for clients’ financial plans.
We have three plenary sessions, starting with Les Cameron covering the order of tax planning, and followed by sessions on de-risking centralised propositions and IHT problems and opportunities.
Then we have three smaller group boardroom sessions, on points of tax planning, estate planning and trusts and alternative tax strategies.
You will come away from the day brimming with insights you can use in your day-to-day paraplanning.
Secure your place by registering here.
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