Nov
18
1:00pm
Wrappers and tax
By Paraplanners' Assembly
What's it all about?
This is our fifth online gathering with Ascentric and we’re talking tax, specifically tax efficient retirement income strategies and keeping CGT in order.
We'll discuss:
- What tax matters to consider for pensions
- Which tax wrappers, in what order?
- Keeping CGT in order
- What the DFM has that got to do with CGT?
- Making sense of the numbers with CGT (calculations)
As always, we’ll be looking at this through the Paraplanner lens and answering your questions.
Got questions?
What with it being a online gathering, there are plenty of ways for you to get stuck in:
- Ask a question: If you tune in on the day, you can pop a question in the Q&A section or share your experiences in the chatroom
- Write in: If you can’t make the sessions but still want to ask something, email us here and we’ll see what we can do.
Starring
📷
- Les Cameron - Head of Technical, Prudential UK. Les leads Prudential's technical team. He is a fellow of the PFS, spending time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press and financial advisers
- Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner gatherings).
When is it?
This gathering is on Wednesday 18 November, 1.00-2.00pm. Can't make it? Then watch the replay, available just after we finish.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that gathering, then head over to the Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss a gathering by...
Signing up for our Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
Is there CPD available for this event?
Yes. At the end of the Online Assembly, we'll post a link which will take you off to a page on Ascentric's website where you can claim your CPD.
How does this online gathering thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the gathering just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the event on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it?
Just sign-in and view a recording of the session whenever suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the gathering, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more online gatherings?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming gathering listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to [email protected]
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on happenings and gatherings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
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Paraplanners' Assembly
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