The Paraplanners' Assembly Podcast
By Paraplanners' Assembly
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Category: Investing
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Episodes: 88
Description
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
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| Episode | Date |
|---|---|
|
What can the professional bodies do for you?
|
Nov 27, 2025 |
|
Technically speaking: deeds of variation, disclaimers and tax
|
Nov 20, 2025 |
|
Lump sum cancellations: what does the FCA and HMRC's clarification mean for clients?
|
Nov 06, 2025 |
|
Revealed: the results of Scottish Widows’ annual survey of UK paraplanners
|
Oct 30, 2025 |
|
Level up your retirement advice: navigate the tools that matter most
|
Oct 16, 2025 |
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Looking forward to The Big Day Out 2025
|
Oct 03, 2025 |
|
Developing as a paraplanner: 'How do I build a career plan?'
|
Oct 02, 2025 |
|
The Pensions Commission: what could it mean for retirement planning?
|
Sep 24, 2025 |
|
The pension IHT bombshell has landed – now what?
|
Sep 18, 2025 |
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The State Pension age review: what paraplanners need to know
|
Sep 11, 2025 |
|
Developing as a paraplanner: 'Where could I go from here?'
|
Sep 04, 2025 |
|
Tax wrappers: which, why and when?
|
Aug 21, 2025 |
|
Breaking into paraplanning: 'Who should I work for?'
|
Aug 07, 2025 |
|
IHT and pensions changes: what's happening and when?
|
Jul 31, 2025 |
|
How can paraplanners help clients get retirement risk zone ready?
|
Jul 24, 2025 |
|
Trusts and offshore bonds: options for IHT planning
|
Jul 17, 2025 |
|
Breaking into paraplanning: 'Where do I even start?'
|
Jul 10, 2025 |
|
How paraplanners can transform women’s financial fortunes
|
Jun 26, 2025 |
|
A guide to annuity essentials for paraplanners: part two
|
May 15, 2025 |
|
How to stay ahead in paraplanning (despite the relentless change)
|
May 01, 2025 |
|
A guide to investment bond essentials for paraplanners
|
Apr 17, 2025 |
|
A plain English guide to new pensions jargon: part two
|
Apr 10, 2025 |
|
A guide to business protection essentials for paraplanners
|
Apr 03, 2025 |
|
A plain English guide to new pensions jargon: part one
|
Mar 27, 2025 |
|
A guide to annuity essentials for paraplanners
|
Mar 20, 2025 |
|
Les Cameron on pensions, death and taxes
|
Feb 20, 2025 |
|
What do new residency rules mean for your IHT planning?
|
Feb 13, 2025 |
|
A guide to protection essentials for paraplanners
|
Feb 06, 2025 |
|
Lifetime allowance abolition: are we there yet?
|
Jan 30, 2025 |
|
A paraplanner's guide to giving
|
Dec 12, 2024 |
|
Becoming a leader in paraplanning: your questions answered
|
Dec 05, 2024 |
|
The five tech security tips paraplanners shouldn’t do without
|
Nov 28, 2024 |
|
A second helping of ‘Is there a recipe for successful retirement income advice?’
|
Nov 21, 2024 |
|
What kind of paraplanning leader could I be?
|
Nov 14, 2024 |
|
What did Les Cameron learn from Labour’s Budget?
|
Nov 07, 2024 |
|
From Parliament to paraplanner: How do Budget measures become law?
|
Oct 29, 2024 |
|
How to level up your retirement income planning (in one lunch hour)
|
Oct 24, 2024 |
|
An offshore Case Study Investigation: time apportionment relief, personal portfolio bonds and deficiency relief
|
Oct 10, 2024 |
|
Revealed: What do paraplanners REALLY think about paraplanning?
|
Sep 26, 2024 |
|
Cracking the inheritance tax code: a case study in calculating IHT
|
Sep 23, 2024 |
|
Client cash and platforms: what every paraplanner needs to know
|
Sep 05, 2024 |
|
The Consumer Duty: what can paraplanners learn one year on?
|
Aug 15, 2024 |
|
Case study investigation: Reversionary interest trusts and the NRB
|
Jul 25, 2024 |
|
Death. Trusts. And paraplanners.
|
Jul 18, 2024 |
|
A bite-sized Assembly on investing for US expats
|
Jul 04, 2024 |
|
Post-LTA essentials for paraplanners
|
Jun 27, 2024 |
|
Is there a recipe for successful retirement income advice?
|
Jun 20, 2024 |
|
A bite-sized Assembly on fixed interest investments
|
Jun 13, 2024 |
|
How do model portfolio services work on platforms?
|
Jun 06, 2024 |
|
When should AIM be in the frame for IHT planning?
|
May 30, 2024 |
|
What does it take to get a reliable cashflow forecast around here?
|
May 23, 2024 |
|
CSI: getting to the bottom of top slicing relief
|
May 02, 2024 |
|
Bonus Q&A: Les Cameron's guide to the new allowances landscape
|
Apr 26, 2024 |
|
Les Cameron’s guide to the new allowances landscape
|
Apr 25, 2024 |
|
Paraplanning in the Age of AI
|
Apr 11, 2024 |
|
What do paraplanners need to know following the Budget?
|
Mar 28, 2024 |
|
A special tax year end Assembly
|
Mar 14, 2024 |
|
The state of the paraplanning nation
|
Feb 29, 2024 |
|
The Consumer Duty: how’s it going so far?
|
Feb 01, 2024 |
|
Is it time to challenge your assumptions about planning assumptions?
|
Dec 19, 2023 |
|
What happens at a platform when you transfer pensions and investments?
|
Dec 07, 2023 |
|
A bite-sized Assembly on rebalancing (from a platform's point of view)
|
Nov 30, 2023 |
|
A bite-sized Assembly on forecasting
|
Nov 23, 2023 |
|
Property, pensions and paraplanning
|
Nov 16, 2023 |
|
A bite-sized Assembly on what happens when you place a trade on a platform
|
Nov 09, 2023 |
|
A bite-sized Assembly on sequencing risk
|
Nov 02, 2023 |
|
A plain English guide to old pensions jargon: part three
|
Oct 26, 2023 |
|
The life and times of the lifetime allowance
|
Oct 19, 2023 |
|
A bitesized Assembly on asset allocation
|
Oct 12, 2023 |
|
A bite-sized Assembly on modern portfolio theory
|
Oct 05, 2023 |
|
Assessing capacity for loss (and why it’s so important)
|
Sep 28, 2023 |
|
A paraplanner's guide to neurodiversity
|
Aug 24, 2023 |
|
Investing for businesses (these days)
|
Aug 17, 2023 |
|
What role can discounted gift trusts play in inheritance tax planning?
|
Jul 13, 2023 |
|
Loan trusts: a surprisingly flexible friend of inheritance tax planning
|
Jul 06, 2023 |
|
The stealthy Budget: how personal tax changed in April and what to do about it
|
Jun 29, 2023 |
|
Do tax wrappers go to heaven?
|
Jun 15, 2023 |
|
The realities of retirement income: clients, case studies and consumer duty
|
Jun 09, 2023 |
|
Getting real: the new practicalities of retirement income planning
|
Jun 01, 2023 |
|
Why is it all kicking off in the world of retirement income planning?
|
May 25, 2023 |
|
What difference will the consumer duty make to client communications?
|
Apr 26, 2023 |
|
What did the Budget mean for lifetime and annual allowances?
|
Apr 19, 2023 |
|
Top tips for tax year end
|
Mar 06, 2023 |
|
A timely dip into exam techniques and revision tips
|
Mar 01, 2023 |
|
A plain English guide to old pensions jargon: Part two
|
Feb 28, 2023 |
|
A plain English guide to old pensions jargon: Part one
|
Feb 28, 2023 |
|
CGT and dividend allowance changes
|
Feb 22, 2023 |
|
Get into the right headspace for tax year end
|
Jan 20, 2023 |