Tyne Tees Purely Paraplanning Conference Q2 2019

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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:

  • Inheritance tax and the use of trusts
  • Lifetime Allowance – Take it to the Limit…. & Beyond
  • Paraplanner Practitioner Panel
  • Using NS&I in financial planning
  • Probate and LPAs
  • Compliance Best Practice and MiFID II
  • Exam Techniques
  • Special Guest Motivational Speaker

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.


08:45 - 09:30 Delegate Registration

09:30 - 09:40 Chair’s Welcome and Introduction

Chairperson: Martin Green, Chadney Bulgin LLP

09:40 - 10:15 Inheritance tax and the use of trusts

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.

  • Understand – how to minimise a client’s inheritance tax liability
  • Describe – the various trusts used in IHT planning
  • Understand – the impact and extent of entry, periodic and exit charges
  • Demonstrate – the complexities of IHT and how trusts can help in the financial planning process

Speaker: Paul Thompson, Canada Life

10:15 - 10:50 Lifetime Allowance – Take it to the Limit…. & Beyond

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.

  • Why the lifetime allowance was introduced
  • How the lifetime allowance works and the various protections available
  • The options available if the lifetime allowance is breached and whether an opt-out is suitable
  • Other factors impacting suitability and the regulatory requirements

Speaker: Clare Moffat, Royal London

10:50 - 11:10 Morning Break

11:10 - 11:45 Paraplanner Practitioner Panel

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 session

Speaker: Darren Moore, Tilney Ltd, City Point Speaker: Gemma Siddle, Eldon Financial Planning Ltd Speaker: Mark Jeffs, Tait Walker Wealth Management

11:45 - 12:20 NS&I - Using NS&I in financial planning

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.

  • How NS&I products can be used as part of the holistic financial planning process and why they should be considered for most clients
  • How NS&I is significantly enhancing its services for advice firms in the coming year
  • Find out about the latest NS&I news and what is coming up, so that you can plan ahead with your clients

Speaker: Andrew Pike, National Savings & Investments

12:20 - 12:55 Probate and LPAs

We will be joined by our subject matter experts to deliver a technical session on these subjects.

  • To understand the importance of Wills
  • To understand the formalities about Wills and the different types of Wills
  • To gain knowledge on Inheritance Tax and the exemptions
  • To understand the Residence Nil Rate Band
  • To gain knowledge of Lasting Powers of Attorney and what decisions attorneys can make under a Lasting Power of Attorney

Speaker: Samantha Edward, EMG Solicitors Limited

12:55 - 13:35 Lunch

13:35 - 14:10 Compliance Best Practice and MiFID II

This session will provide an overview of the key compliance issues affecting firms and Paraplanners including a feature on MiFID II requirements.

  • Gain an awareness of how MiFID II has been implemented
  • Understand what Product Intervention and Governance (PROD) means to you
  • Understand the key concerns from the FCA’s Assessing Suitability Reviews

Speaker: Mark Greenwood, SimplyBiz

14:10 - 14:45 Exam Technique

This presentation will focus on hints, tips and exam techniques to help you pass written professional qualifications.

  • Enhance understanding of CII advanced level exam requirements

Speaker: Eleanor Elliott, CII

14:45 - 15:20 Regulating your Emotional Intelligence (EI) and building your Emotional Quotient (EQ)

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.

  • Define the elements that constitute emotional intelligence
  • Describe how you could improve your own emotional intelligence in order to develop the professional relationships you have as a paraplanner
  • Explain how your emotional quotient (EQ) could improve the amount of influence you have as a paraplanner

Speaker: Charlotte Angus, KSL Training

15:20 - 15:30 Chair's Close


CPD CII Scheme
PFS Accredited 4h 40min

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.


Martin Green

Chadney Bulgin LLP

Paul Thompson

Canada Life

Clare Moffat

Royal London

Darren Moore

Tilney Ltd, City Point

Gemma Siddle

Eldon Financial Planning Ltd

Mark Jeffs

Tait Walker Wealth Management

Andrew Pike

National Savings & Investments

Samantha Edward

EMG Solicitors Limited

Mark Greenwood


Eleanor Elliott


Charlotte Angus

KSL Training


Ramside Hall Hotel & Golf Club

Ramside Hall Hotel

Partners in professionalism