Purely Paraplanning Events – Spring 2019
We are pleased to invite Paraplanners to register for one of our 2019 Purely Paraplanning Conferences – events created by Paraplanners, for Paraplanners. With sessions providing essential insights on a broad range of focused topics; these events will provide a great opportunity for you to enhance your knowledge, gain CPD, share ideas around good practice and network with your peers.
Programme highlights include:
Click on the link to see the full programme and learning outcomes.
Be sure to register now to secure your free place.
Attendance at this event qualifies for over four and a half hours of CPD, should you consider it relevant to your professional development needs. Lunch and refreshments will be provided.
In this session we will look at four types of discretionary trusts, namely: Discretionary gift trust; Discretionary gift & loan trust; Discretionary discounted gift trust; Flexible reversionary trust We will identify the type of client each trust is designed to cater for and how each trust will be treated for the purposes of inheritance tax. In addition, we will consider the possible entry charges, potential periodic and exit charges.
The lifetime allowance was introduced in 2006 and originally it was expected the rules would only hit high earners hard. However, with the reduction in the allowance, compounded by large transfer values, more clients with modest incomes are being caught by the lifetime allowance charge. This session will explore and explain the increasingly complex lifetime allowance rules, how they could affect your clients and how you can help them mitigate tax charges. We begin by looking at why the lifetime allowance was introduced. From here we reflect on the lifetime allowance and how the various protections available can be used to help your clients. We then move on to consider the age 75 LTA tests and how these work in practice. Finally, we will look at the implications of breaching the lifetime allowance and how, in some circumstances, a client could be better off paying the charge. In addition, we will highlight some of the other factors which need to be considered when advising clients approaching or surpassing the lifetime allowance including the regulatory requirements.
We will be joined by our subject matter experts to deliver a technical session on these subjects.
Think you know all about NS&I? Think again! This presentation will give you a refresher on the things you may know, but also a wealth of new information that should be of interest and could help you and your clients, with a few surprises along the way too! You’ll hear how NS&I is a very different business these days than the one formed 150 years ago, or even just five years ago. A much more modern and digital organisation, and with a much greater emphasis on supporting financial advice firms and their clients. NS&I has a very simple proposition, but one that forms a unique 100% secure foundation of any financial plan, due to our backing by HM Treasury for all funds invested with us.
This session will feature practising Paraplanners on stage sharing their own experiences in what works to make them effective Paraplanners. There will be opportunities for the audience to interact and participate with Q&A.
Q&A and best practice sharing sessionSpeaker: James MacAulay, Johnston Carmichael Wealth Speaker: Steven McBurnie, Rathbone Brothers Plc Speaker: Susan Pringle, MHA Henderson Loggie Financial Plan
This session will provide an overview of the key compliance issues affecting firms and Paraplanners including a feature on MiFID II requirements.
This presentation will focus on hints, tips and exam techniques to help you pass written professional qualifications.
In addition to technical knowledge, soft skills help you develop in your role through enabling more effective interactions. This session will equip you with actionable take-aways that you can use the very next day.
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.