46 Episoade

  1. Ep.46: Delving into EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts) (The paraplanner series)

    Publicat: 01.08.2023

  2. Ep. 45: The importance of having an effective ESG process in the paraplanning world (The paraplanner series)

    Publicat: 26.06.2023

  3. Episode 44: The countdown to the consumer duty (The paraplanner series)

    Publicat: 23.05.2023

  4. Episode 43: The spring budget, the autumn statement and pensions (The paraplanner series)

    Publicat: 28.03.2023

  5. Episode 42: The FCA's consultation paper and inheritance tax

    Publicat: 08.03.2023

  6. Episode 41: Hints and tips to make life easy in the paraplanning world (The paraplanner series)

    Publicat: 28.02.2023

  7. Episode 40: The end of tax year planning podcast (The paraplanner series)

    Publicat: 16.01.2023

  8. Episode 39: How to develop and retain paraplanners (The paraplanner series)

    Publicat: 09.12.2022

  9. Episode 38: What's all this fuss about the Autumn Statement?

    Publicat: 01.12.2022

  10. Episode 37: The changing face of paraplanning (The paraplanner series)

    Publicat: 17.10.2022

  11. Episode 36: What's happening in the industry at the moment Part 3: Investments

    Publicat: 06.09.2022

  12. Episode 35: Why clear objectives are essential for building excellent client reports (Part 2 The paraplanner series)

    Publicat: 31.08.2022

  13. Episode 34: What's happening in the industry at the moment Part 2: Bonds and markets

    Publicat: 08.08.2022

  14. Episode 33: Why clear objectives are essential for building excellent client reports (Part 1 The paraplanner series)

    Publicat: 25.07.2022

  15. Episode 32: What's happening in the industry at the moment Part 1: Consumer duty

    Publicat: 12.07.2022

  16. Episode 31: The devil is in the detail-how to get additional technical support (The paraplanner series)

    Publicat: 24.05.2022

  17. Episode 30: How to have challenging conversations with advisers (The paraplanner series)

    Publicat: 26.04.2022

  18. Episode 29: The spring statement and the consumer duty

    Publicat: 29.03.2022

  19. Episode 28: Why income protection? (The paraplanner series)

    Publicat: 22.03.2022

  20. Episode 27: Helping paraplanners on their journey to understand trusts (The paraplanner series)

    Publicat: 18.01.2022

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