Apr
24
12:00pm
Les Cameron’s guide to the new allowances landscape
By Paraplanners' Assembly
In a world where even HMRC doesn’t seem too sure what the score is, how can paraplanners get to grips with the new allowances landscape so clients know what they need to know right now?
Well you could join us online at 1pm on Wednesday 24 April 2024 for an Assembly with Les Cameron for starters.
Because M&G Wealth’s head of technical will be taking us on a guided tour of the new allowances regime following the abolition of the lifetime allowance (LTA).
What to expect from this online Assembly
During this lunch-hour event, hosted by Richard Allum of The Paraplanners, Les will explore what’s changed, what matters, and what it all means for you and your clients.
In a session that will be jam-packed with examples, case studies and practical tips, Les will be covering all the essentials including
- individual starting allowances
- allowance excesses
- transitional allowances - including transitional tax free amount certificates (TTFACs)
- ongoing allowance availability and use
- death benefits and beneficiaries drawdown
- the importance of the order of benefits
Among the nuggets that Les expects to share will be his analysis of the winners and losers under the new regime, nine things you need to know about TTFACs, and planning opportunities for clients as a result of the changes.
And if time allows, he’s promised to recap the legislative position as well as share some good-to-know quirks that the changes are throwing up.
Don't miss out. Save your spot
With the post-LTA world still in an apparent state of flux, this is a timely chance to take stock in the company of one of the Assembly's most popular experts. Want to join in? Then save your spot now.
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Paraplanners' Assembly
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