Latest webinars

Once upon a time, when taxes were relatively low, ISAs and unwrapped investments seemed like pretty obvious choices for clients’ money.

But the big cut in the capital gains tax allowance and rises in tax on gains and dividends has changed things. Tax wrappers that once seemed like more hassle than they were worth (like investment bonds) could now be the ideal vehicle – especially for higher rate taxpayers.

This video explores which wrapper is right in which circumstances and why.

Please click to watch the webinar with host Leanne Pickering of Pivotal Paraplanning and guest speaker Neil Macleod from M&G’s technical team on behalf of the Paraplanners Assembly.

Rachel Reeves will become the first woman in UK history to deliver a Budget statement on 30th October 2024. But, how exactly will the measures that she has announced become law and how quickly?

This video explores how Budget measures contained in the Finance Bill are transformed into client advice, through providers, financial advisers, paraplanners - ensuring compliance with the latest laws and regulations.

Please click to watch the webinar Leanne Pickering of Pivotal Paraplanning and pensions specialist James Jones-Tinsley of Barnett Waddingham host on behalf of the Paraplanners Assembly.

Tax wrappers: which, why and when?

From Parliament to paraplanner: How do Budget measures become law?