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 4 de 5

The state of the paraplanning nation 29/02/2024
The Consumer Duty: how’s it going so far? 01/02/2024
Is it time to challenge your assumptions about planning assumptions? 19/12/2023
What happens at a platform when you transfer pensions and investments? 07/12/2023
A bite-sized Assembly on rebalancing (from a platform's point of view) 30/11/2023
A bite-sized Assembly on forecasting 23/11/2023
Property, pensions and paraplanning 16/11/2023
A bite-sized Assembly on what happens when you place a trade on a platform 09/11/2023
A bite-sized Assembly on sequencing risk 02/11/2023
A plain English guide to old pensions jargon: part three 26/10/2023
The life and times of the lifetime allowance 19/10/2023
A bitesized Assembly on asset allocation 12/10/2023
A bite-sized Assembly on modern portfolio theory 05/10/2023
Assessing capacity for loss (and why it’s so important) 28/09/2023
A paraplanner's guide to neurodiversity 24/08/2023
Investing for businesses (these days) 17/08/2023
What role can discounted gift trusts play in inheritance tax planning? 13/07/2023
Loan trusts: a surprisingly flexible friend of inheritance tax planning 06/07/2023
The stealthy Budget: how personal tax changed in April and what to do about it 29/06/2023
Do tax wrappers go to heaven? 15/06/2023
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