The Paraplanners' Assembly Podcast

The Paraplanners' Assembly Podcast

Por: Paraplanners' Assembly
Listen to our latest online Assembly PLUS bonus content created to help paraplanners from across the UK learn, fix and share. To join our Assemblies live, look and book for upcoming events at paraplannersassembly.co.uk/events Hosted on Acast. See acast.com/privacy for more information.
91 episodios disponibles

Latest episodes of the podcast The Paraplanners' Assembly Podcast

Mostrando página 3 de 5

An offshore Case Study Investigation: time apportionment relief, personal portfolio bonds and deficiency relief 10/10/2024
Revealed: What do paraplanners REALLY think about paraplanning? 26/09/2024
Cracking the inheritance tax code: a case study in calculating IHT 23/09/2024
Client cash and platforms: what every paraplanner needs to know 05/09/2024
The Consumer Duty: what can paraplanners learn one year on? 15/08/2024
Case study investigation: Reversionary interest trusts and the NRB 25/07/2024
Death. Trusts. And paraplanners. 18/07/2024
A bite-sized Assembly on investing for US expats 04/07/2024
Post-LTA essentials for paraplanners 27/06/2024
Is there a recipe for successful retirement income advice? 20/06/2024
A bite-sized Assembly on fixed interest investments 13/06/2024
How do model portfolio services work on platforms? 06/06/2024
When should AIM be in the frame for IHT planning? 30/05/2024
What does it take to get a reliable cashflow forecast around here? 23/05/2024
CSI: getting to the bottom of top slicing relief 02/05/2024
Bonus Q&A: Les Cameron's guide to the new allowances landscape 26/04/2024
Les Cameron’s guide to the new allowances landscape 25/04/2024
Paraplanning in the Age of AI 11/04/2024
What do paraplanners need to know following the Budget? 28/03/2024
A special tax year end Assembly 14/03/2024
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