The near-Dickensian language of a Will doesn’t half make the clarity of its contents harder to grasp, doesn’t it?And then there’s LPAs, which come with limits that catch you out. Things like what an…
Thanks for tuning into this Self-Assembly Paraplanning Show. Just so you know, guests appear in a personal capacity and not on behalf of the business that employs them – even if it's their own…
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…
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…
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…
In this month’s Self-Assembly podcast, host Sam Tonks is joined by Julie South and Steven McBurnie to chat about CPD that’s hiding in plain sight, providers WHO WON’T PICK UP THE PHONE, smart glasses,…
Years of frozen allowances have resulted in more and more clients feeling the effect of fiscal drag – when more of your wealth becomes vulnerable to tax.So understanding fiscal drag and what its…
We all have pension questions we’ve never quite got round to asking. Maybe the moment wasn’t right. Maybe the right expertise wasn’t around. Maybe you just didn’t want to be the one to ask.That’s why…
What actually goes into the total cost a client pays for their platform? That’s the question that this episode sets out to answer. And to do it host Richard Allum is joined by Transact CEO, Tom…
As paraplanners enter their busiest time of year, we invited Transact's head of technical services, Brian Radbone, to share his top tips as we hurtle towards the 5 April tax year end deadline. In just…
