『The Paraplanners' Assembly Podcast』のカバーアート

The Paraplanners' Assembly Podcast

The Paraplanners' Assembly Podcast

著者： Paraplanners' Assembly
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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.

Paraplanners' Assembly 個人ファイナンス 個人的成功 出世 就職活動 経済学 自己啓発
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  • Westminster Watch: Burnham, budgets and by-elections

    Westminster Watch: Burnham, budgets and by-elections
    2026/09/03

    In their regular quarterly political catch-up, host Leanne Pickering from Pivotal Paraplanning and self-invested pensions technical specialist at Barnett Waddingham (soon to be called Howden), James Jones-Tinsley, to chat about political goings on over Parliament’s summer recess, and what paraplanners should look out for in the new Parliamentary session.

    Their conversation covers:

    • Andy Burnham’s by-election win and rise to become the UK’s new Prime Minister
    • Ministerial appointments in Burnham’s first Cabinet reshuffle including the arrival of John Healey as Chancellor of the Exchequer
    • The Clacton by-election and what Reform's result there might tell us about the wider picture
    • The run-up to the 28 October Budget – including possible changes to capital gains tax and a windfall tax on oil companies or banks; and
    • Gaps left in HMRC's technical guidance on IHT and pensions – and the pressure that puts on personal representatives

    Leanne and James also discuss whether the new Prime Minister might call a snap election, and whether the IHT on pensions rules could yet change before April 2027.

    So if you like to keep half an eye on Westminster, this one's well worth your time.

    Hosted on Acast. See acast.com/privacy for more information.
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    34 分
  • IHT: the details that could trip up paraplanners

    IHT: the details that could trip up paraplanners
    2026/08/27

    Even very experienced paraplanners can trip over obstacles lurking in the shadows of IHT.

    So we invited Aegon’s tax and trusts manager, Elaine Cruickshank, to join host, Richard Allum, for an online Assembly to help you dodge the IHT perils.

    Over the course of one lunch-hour, Elaine:

    • untangles the transferable nil rate band and residence nil rate band, including the detail that trips people up around second marriages and downsizing provisions
    • gets into the finer points of gifting exemptions, PETs and CLTs, beyond the seven-year headline
    • explains how the inclusion of pensions in estates affects the taper threshold, and what that means for clients close to the £2 million mark
    • works through charitable giving and the 36% rate, including the added complications once pension funds are in the mix
    • brings it all together with planning opportunities you can take straight back to your desk


    What can you expect to take away?

    Watch or listen now and you’ll have a sharper grasp of the IHT detail that’s easy to get wrong. Plus the confidence to spot these issues in your own client cases.


    Useful links

    Watch the Replay in Crowdcast

    Download slides: IHT the details that could trip up paraplanners

    Hosted on Acast. See acast.com/privacy for more information.
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    1 時間 1 分
  • A dead interesting Assembly on death and dying

    A dead interesting Assembly on death and dying
    2026/08/13
    An odd feature of paraplanning is that quite a bit of our time is spent designing strategies that are all about the inevitability of death but – just like in our everyday lives – lots of our clients seem reluctant to talk about death and dying and being prepared for it.Yet the financial grief that families and friends face following a death serves only to compound the overwhelming emotional kind.That’s what this Assembly is all about. Kylie Clark of Wealthtime, Katy Hancock of Dorothy House Hospice Care and Lucy Halliday from Argonaut Paraplanning joined Richard Allum to talk about death and dying.Because at a time when a growing percentage of clients are reaching an age when they should be dotting the i’s and crossing the t’s in plenty of time before they die, what can paraplanners do to help them get death-ready?What you’ll learnOut-of-date expression of wish forms, account and app passwords, overseas accounts, tracking down former advisers and solicitors – what are the biggest and most frequent problems following death? And what can clients and their families do to avoid them?The way firms handle bereavement is one of the most significant sources of complaints across financial services. With bereavement support about to come under the FCA’s spotlight, what can advice practices do to improve things?Learn how the ‘last 1,000 days’ concept could offer a lens to help clients and their families planGrief isn’t just the client’s, it’s the paraplanner’s too. How we’ve been able to acknowledge grief in the past influences how we’re able to help clients experiencing it now and in the future.Watch nowParaplanners from all across the UK got together to share ideas, ask questions and break the big taboo about death. Plus there’s one hour’s CPD available.Missed it? Then follow the links below and watch the replay or catch up with the podcast now.Useful linksThere were loads of links shared by our guests and paraplanners in the Chat during this Assembly. We’ve listed them below. If you watch the Replay at Crowdcast, you can also see the very active Chat contributions posted throughout the session.Watch: Replay at CrowdcastWealthtime's Bereavement HubDorothy House's 'Part of Life' siteDorothy House’s information hub for end of life planningDownload 'Peace of Mind' Planner (PDF)Taking care of your digital legacyPodcast with James Norris about digital legacy planningAnswers to the most Googled searches about deathFCA: Announcement of focus on supporting bereaved customersDorothy House: Children and Young People's Wellbeing HubLottie.org for care statsThe Good Grief TrustAge UK: LifeBook to record practical details of your life Hosted on Acast. See acast.com/privacy for more information.
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    1 時間
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