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.
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: Darren Moore, Tilney Ltd, City Point Speaker: Gemma Siddle, Eldon Financial Planning Ltd Speaker: Mark Jeffs, Tait Walker Wealth Management
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.
We will be joined by our subject matter experts to deliver a technical session on these subjects.
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.
Chadney Bulgin LLP
Company: Chadney Bulgin LLP
Martin has developed a steady career in Financial Services over the last 19 years. Having joined Chadney Bulgin in 2006 as a Paraplanner, he had the vision to build a Paraplanning Department for the firm and sits at the helm as Paraplanning Manager. Martin is heavily involved with Chadney Bulgin’s Investment Committee, responsible for product / fund and tax wrapper research. Having been qualified for many years, providing training to others and leading innovation within the firm it was only natural he was authorised as a Financial Planner. Martin joined the Personal Finance Society Paraplanning Practitioner Panel in 2015 and has been involved in setting up the Personal Finance Society ‘Purely Paraplanning’ conferences, whilst also taking part in panel debates on best practice. This has led to one to one meetings with firms on how to utilise their Paraplanners more efficiently and introduce better ways of working, equating to better client outcomes. In addition, he has been focusing on ‘breaking down barriers’ in the profession, by encouraging the sharing of ‘knowledge’ and ‘best practice’. Martin is very passionate about Paraplanning and has always sought to offer enthusiasm and support to others. He has given many individual’s trainee Paraplanning opportunities by coaching them to be confident, whilst enhancing their skills, eventually becoming a Paraplanner. As a consequence of his drive and ambition to champion the profession he has been given recognition of becoming Money Marketing Paraplanner of the Year 2015, Platforum Paraplanner of the Year 2014 and Highly Commended Money Marketing Paraplanner of the Year 2016.
Company: Canada Life
Paul has been employed in the financial services arena for over 40 years, specialising in taxation and trusts for the last 30 years. He is a Fellow of the Chartered Insurance Institute, sits on the ABI Product Tax Panel and is a long standing member of the Research Study Group of the Insurance Institute of London.
Tilney Ltd, City Point
Eldon Financial Planning Ltd
Company: Eldon Financial Planning Ltd
As Director of Client Services at Eldon Financial Planning, a Chartered Financial Planning Firm in North East England, Gemma has a strong passion for Financial Planning, with a particular focus on implementing the technical areas of our job with care and humanity to enhance the lives of our clients. In her 20s she achieved Chartered status, gained Fellowship of the Personal Finance Society and went on to win the ‘Paraplanner of the Year 2012’. Since then her learning and development has not stopped; gaining management and business skills required to carry the firm forward and providing a smooth transition for Eldon’s clients as the founding Directors retire and the next generation come through. Eldon won the prestigious ‘Chartered Financial Planning Firm of the Year’ award in 2011 and again in 2018/19.
Tait Walker Wealth Management
Company: Tait Walker Wealth Management
Having working in Financial Services since 1997 (School leaver), I’ve worked through admin roles, client facing roles and paraplanning roles with a broad scope of understanding within the financial services industry. I’ve worked for national restricted advice firms as well as small independent wealth management firms experiencing differing processes that company budgets allow. I’m currently approaching chartered status with the CII, with a hiatus on study to spend some time with my son. Working now within a larger Accountancy Practice has allowed me to focus on additional management skills and I am also working towards qualifications with the Chartered Management Institute.
National Savings & Investments
Company: National Savings & Investments
Andrew is a financial services professional with over 25 years' experience in key account management, business development and marketing. He has managed partnerships with several large blue-chip organisations as well as being a primary interface for SMEs. For the last four years, he has led the team that manages NS&I's relationship with the financial advice community.
EMG Solicitors Limited
Company: EMG Solicitors Limited
Samantha Edward is Director with EMG Solicitors specialising in the drafting of Wills, Powers of Attorney, mental capacity, estate administration, trust administration, inheritance tax planning and asset protection. She qualified as a solicitor in 2007 and works for a diverse range of clients from private individuals, business owners, farmers and trustees.
Mark is Director of Compliance Services and provides oversight and delivery of all desk based compliance functions within the SimplyBiz Group. Mark holds Chartered and Fellowship Status of the Chartered Insurance Institute and has over 24 years’ experience in the financial services industry.
Company: KSL Training
Charlotte Angus, Associate CIPD member, is a qualified Senior Learning and Change Practitioner. She has over seventeen years of experience in the UK and Overseas, in both management roles within insurance and technology businesses as well as a practitioner leading on leadership, change management, team development and interpersonal skills programmes that include developing Emotional Intelligence, influencing and negotiating techniques.
Set in a unique location, surrounded by 350 acres of private, landscaped grounds. This refined hotel is 3.6 miles away from Durham Station. By Car: A1(M) Junction 62 and follow the A690 to Sunderland. The nearest airport is Newcastle (28 miles).
Complimentary WiFi and Parking is available to all guests.