The Paraplanners' Assembly Podcast

Big reductions in allowances for capital gains tax and dividends announced in last November’s autumn statement invite the question: should we be re-thinking how we use investment bonds and GIAs?

In this lunchtime Assembly online, we were joined by Les Cameron from M&G Wealth to dig into the topic and consider the consequences for paraplanning of the changes.

Important: Because Les is talking about the contents of a presentation, it's definitely worth downloading his slidedeck (opens in PowerPoint online) and following along if you can.

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Tax year end. ALREADY?

Yes. But it wasn’t just any old hour’s worth of tax chat (attractive though we know that would be). Because this is about getting in the RIGHT MINDSET for 2023’s tax year end deadline. 

Coach and facilitator, Becca Timmins, is joined by Kez Condy and Jo Parkes from Navigatus, Zoe Hitchcock from Crowe UK and Emery Little’s Satu Flynn to discuss how they are getting in the zone for this year’s tax deadline by answering three questions: (1) What went well at tax year end last year? (2) What was a challenge? and (3) What will you take with you into this tax year end?

By sharing their insights and experiences from last year – combined with audience contributions in the chat – there are plenty of ideas, tips and techniques that could prove invaluable in countdown to the tax year deadline.

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