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.
From Parliament to paraplanner: How do Budget measures become law?
Host Leanne Pickering from Pivotal Paraplanning is joined by James Jones-Tinsley, self-invested pensions technical specialist at Barnett Waddingham, to catch up on what's been happening in Parliament and politics and what it means in practice for paraplanners and their clients.
They cover the local election results, state opening of Parliament, new Enhancing Financial Services Bill, Pension Schemes Act 2026 and the salary sacrifice changes due in April 2029; and HMRC technical note on IHT and pensions – including what's still unclear and why that's causing real headaches for estates that need to be settled within six months of death.
There's also a discussion about what a change in Labour leadership might mean for the pensions landscape, and whether the IHT on pensions rules could yet change before April 2027.
If you've been keeping one eye on the news and another on a client's estate plan, this one's well worth your time.