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PODCAST

The Paraplanners" Assembly Podcast

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.

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All Episodes

1:09:13

Les Cameron on pensions, death and taxes

The Paraplanners" Assembly Podcast ·

2025/02/20

The way pensions are treated for inheritance tax (IHT) is set for a big shake up in April 2027 when unused pension funds will count as part of a client’s estate and become liable to IHT.In preparation for the change, the government announced a consultation on the liability, reporting and payment of IHT at last October’s Budget.That consultation ended in January 2025. But what are its conclusions likely to be? And what do paraplanners need to know now so you, your firm and its clients are ready when

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1:05:16

What do new residency rules mean for your IHT planning?

The Paraplanners" Assembly Podcast ·

2025/02/13

From April 2025, the rules determining who pays UK inheritance tax are changing.Instead of the complex domicile rules, a new ‘long-term residency’ test will decide whether someone’s worldwide assets fall into the IHT net.Discover what’s changingIn this episode, Utmost’s international technical sales manager, Steve Sayer, explores how the new rules could affect clients in a range of scenarios – whether they’re UK residents planning to retire abroad or people returning home after years overseas.Using

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59:11

A guide to protection essentials for paraplanners

The Paraplanners" Assembly Podcast ·

2025/02/06

Do you find that, even though you spend each and every day working on financial plans for clients, you hardly ever get mixed up in protection?Well you’re not alone. Because despite being a foundational long-term financial security, for paraplanners, the topic of protection often takes a back seat compared to consideration of investment and retirement strategies.Which invites the question: what happens to that carefully crafted financial plan if a client’s income falls or they’re faced with the

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57:22

Lifetime allowance abolition: are we there yet?

The Paraplanners" Assembly Podcast ·

2025/01/30

For our very first online Assembly of 2025, we asked whether we'd absolutely definitely seen the back of all the corrective legislation, clear-as-mud HMRC guidance, and lifetime allowance (LTA) limbo that paraplanners, advisers and clients endured for long periods over the previous two years.So for those who wanted to be certain where things stood, and confirm for themselves that the LTA saga was absolutely definitely over, James Jones-Tinsley from Barnett Waddingham and Transact's Brian Radbone

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58:57

A paraplanner's guide to giving

The Paraplanners" Assembly Podcast ·

2024/12/12

Each of us shares an ever more complex and connected planet. One where we’re all facing the consequences of a human-made climate emergency and conflicts. A world of profound inequalities in health, economic and social outcomes between – and within – populations.So it shouldn’t be a surprise to learn that more and more clients are looking for returns that aren’t measured financially, but by effecting positive economic, social and environmental change.But how many of your clients think this way? And

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58:09

Becoming a leader in paraplanning: your questions...

The Paraplanners" Assembly Podcast ·

2024/12/05

Aegon UK’s Sarah Purves and Succession Wealth’s Ellie Welling return for a follow-up to last month’s ‘What kind of paraplanning leader will I be?’ Assembly.Picking up where they left off in November, Sarah, Ellie and host, Richard Allum, explore a topic that every aspiring and existing leader will experience during their career: difficult conversations.Sarah shares ideas and techniques that can help paraplanning leaders successfully prepare for and navigate discussions that you might otherwise

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25:32

The five tech security tips paraplanners shouldn’t do...

The Paraplanners" Assembly Podcast ·

2024/11/28

Think you know how to stay safe online? No matter how savvy you think you are, even people who have never known a world without the web can fall victim to sophisticated scams (listen out for the case of a 20 year old digital native who nearly lost £000s in a fake HMRC email scam).Which is why you should tune in to this eye-opening conversation with Sarah Coles, Parmenion’s head of cyber and resilience.As a seasoned cybersecurity expert, whose blog posts have acquired almost cult status among readers

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59:17

A second helping of ‘Is there a recipe for successful...

The Paraplanners" Assembly Podcast ·

2024/11/21

Scottish Widows’ pensions specialist (and Big Day Out 2024 ‘Quiz the Expert’ alumnus), Gareth Davies, joins host, Richard Allum, for the follow-up to his popular ‘Is there a recipe for successful retirement income advice?‘ Assembly which we held back in June.Why a second helping?An unbelievably busy Chat meant that Gareth fielded a fair few comments and questions which left too much ground to cover in just one lunch hour. So Gareth agreed to come back later in the year to conclude his survey of the

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1:26:00

What kind of paraplanning leader could I be?

The Paraplanners" Assembly Podcast ·

2024/11/14

This online Assembly focusing on professional development would not be possible without the generous support ofAegon UK. Thanks to the team at Aegon for supporting this week’s event – and for supporting the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.---Perhaps you’ve been thinking about stepping into a leadership role in paraplanning. Or you’re already managing others and want to build your skills. Either way, this specially extended

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1:08:11

What did Les Cameron learn from Labour’s Budget?

The Paraplanners" Assembly Podcast ·

2024/11/07

Perennial Assembly favourite, Les Cameron of M&G Wealth, joined us to share his thoughts on Labour’s Budget on 30 October.As well as the fact that Rachel Reeves made history by becoming the first woman to deliver a budget as Chancellor of the Exchequer, were there measures that are sure to feature when Budget history is written?Or were the widespread jitters among savers and investors ill-founded as Labour delivered its first Budget since Alistair Darling’s on 20 April 2010 – no fewer than 5,334

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53:39

From Parliament to paraplanner: How do Budget...

The Paraplanners" Assembly Podcast ·

2024/10/29

Rachel Reeves will become the first woman in UK history to deliver a Budget statement on Wednesday 30 October. But how exactly will the measures that she has announced become law – and how quickly?That’s the question that host Leanne Pickering of Pivotal Paraplanning and James Jones-Tinsley of Barnett Waddingham tackle in this Assembly.Together, Leanne and James explore how Budget changes contained in the Finance Bill are transformed into client advice - from Parliament, through providers,

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51:51

How to level up your retirement income planning (in...

The Paraplanners" Assembly Podcast ·

2024/10/24

What steps can you take to make sure your client’s plan will deliver a reliable income in retirement nowadays?After all, it’s an area of advice that is coming under some significant regulatory attention. Because not only is it the subject of a thematic review but the arrival of The Consumer Duty has also turned the spotlight on the suitability of advice too.Retirement income advice: why all the fuss?The last few years witnessed big challenges for paraplanners seeking secure incomes in retirement for

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1:02:35

An offshore Case Study Investigation: time...

The Paraplanners" Assembly Podcast ·

2024/10/10

You can’t beat a good case study or two for discovering and consolidating technical knowledge, insights and practical ideas.So you’re going to love this special episode in which Steve Sayer of Utmost International explores not one, not two, but three case studies that – together – spotlight essential planning considerations for clients who have spent time overseas, and have invested abroad or hold offshore bonds.Because in this hour-long case study investigation special, Steve steers us through time

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57:09

Revealed: What do paraplanners REALLY think about...

The Paraplanners" Assembly Podcast ·

2024/09/26

How are other paraplanners feeling at the moment? About regulatory change? About day-to-day pressures and workload? About emerging technology and its influence on advice? About perception of paraplanning as a profession and career?Upbeat? Pretty neutral? A bit meh?Well wonder no more as Craig Spittal of Scottish Widows reveals the findings of Scottish Widows’ latest annual survey of paraplanners in the UK.Craig and host, Richard Allum, are joined by paraplanners Ceetal Katechia of PSA Financial

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54:00

Cracking the inheritance tax code: a case study in...

The Paraplanners" Assembly Podcast ·

2024/09/23

There's nothing paraplanners love more than a case study to help bring a technical topic to life.And that’s especially true when it comes to getting to grips with the complexities of inheritance tax (IHT) calculations.Which is why you’re going to love our latest podcast episode: a case-study led online Assembly that’s all about calculating IHT.Recorded on 20 September, host Richard Allum is joined by Graeme Robb from M&G Wealth as he guides us through a case study in which he will break down

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9:29

Client cash and platforms: what every paraplanner...

The Paraplanners" Assembly Podcast ·

2024/09/05

Ever wondered how platform’s manage your client's cash?In this bite-sized Assembly, Transact’s Glen Sweet reveals all.You'll learn how a platform like Transact calculates the aggregate interest earned across a client’s daily trading and longer-term deposit accounts. And also that, because of differences in charging from platform to platform, it’s important to take a closer look at whether and how charges affect interest returned to clients.If you’re interested in fixed-term deposits on platforms,

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57:55

The Consumer Duty: what can paraplanners learn one...

The Paraplanners" Assembly Podcast ·

2024/08/15

It's been just over a year since the arrival of The Consumer Duty.So, whether you've been neck-deep in its implementation or still feel like you're getting to grips with it, this lunch-hour Assembly asks how we’re all getting on with it.To explore the topic, we were joined by founder of Compliance and Training Solutions (CATS), Mel Holman, and Tom Lloyd-Read, technical planning manager at Stonehage Fleming.Mel has been providing advice and implementation support to a range of organisations while Tom

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53:14

Case study investigation: Reversionary interest...

The Paraplanners" Assembly Podcast ·

2024/07/25

When it comes to gaining and maintaining inheritance tax (IHT) planning know-how and expertise, nothing beats a good case study.So this special case study investigation, which features not one but two client examples, is bound to be right up your street.Because in this 50-minute episode, Utmost International’s Steve Sayer joins host, Richard Allum, to explore why reversionary interest trusts (RITs) combined with the available nil rate band (NRB) threshold, can become a powerful and flexible feature

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58:36

Death. Trusts. And paraplanners.

The Paraplanners" Assembly Podcast ·

2024/07/18

Working out what to do with your client’s wealth after their death is all part of a paraplanner's life.But settling on the best strategy can be complex – especially when missing a vital detail can have costly consequences.So what can you do about it?Stay up to date with the latest thinking, that’s what.Which is why Neil Macleod, senior technical manager at M&G Wealth, joined us to explore death and trusts and paraplanning.During this lunch-hour Assembly, Neil covered:the types of trusts that can

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10:43

A bite-sized Assembly on investing for US expats

The Paraplanners" Assembly Podcast ·

2024/07/04

To mark Independence Day in the United States, we thought we'd treat you to a bonus episode: a bite-sized Assembly that's all about investing for US expats living in the UK.Because despite being citizens of the 'land of the free', once they leave the USA's shores, expat savers and investors often face complex challenges to stay on the right side of the US equivalent of HMRC: the Internal Revenue Service (IRS).So what do paraplanners in the UK need to know to support US expat clients? Who better to

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83 results

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