Ep.46: Delving into EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts) (The paraplanner series)
LIBF Financial Adviser Podcast
by LIBF
1y ago
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Will Clark, Reece Edwards, Sian Davies Cole and Alex Burrows. In this episode our guest speakers discuss EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts). This is a series by paraplanners for paraplanners. Look out for episodes monthly. ⁠⁠⁠Find out more about our Diploma in Paraplanning on the LIBF website⁠⁠⁠. Follow us on ⁠⁠⁠Twitter⁠⁠⁠ and ⁠⁠⁠LinkedIn ..read more
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Episode 44: The countdown to the consumer duty (The paraplanner series)
LIBF Financial Adviser Podcast
by LIBF
1y ago
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury and Reece Edwards. In this episode our guest speakers look towards the countdown to the consumer duty and what should paraplanners be doing as part of their final preparation for consumer duty on 31st July. This is a series by paraplanners for paraplanners. Look out for episodes monthly. ⁠Find out more about our Diploma in Paraplanning on the LIBF website⁠. Follow us on ⁠Twitter⁠ and ⁠LinkedIn ..read more
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Episode 43: The spring budget, the autumn statement and pensions (The paraplanner series)
LIBF Financial Adviser Podcast
by LIBF
1y ago
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Reece Edwards. In this episode our guest speakers cover the spring budget and the last autumn statement changes that come in in the new tax year, along with what this means for pensions and retirement planning. This is a series by paraplanners for paraplanners. Look out for episodes monthly. ⁠Find out more about our Diploma in Paraplanning on the LIBF website⁠. Follow us on ⁠Twitter⁠ and ⁠LinkedIn ..read more
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Episode 42: The FCA's consultation paper and inheritance tax
LIBF Financial Adviser Podcast
by LIBF
1y ago
The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and David Owen from The OpenWork Partnership. Here they discuss the FCA's latest consultation paper, inheritance tax, cash, happiness and doughnuts(!) For more information on our professional qualifications and to find out how you can advance your career go to our website. Book your ticket to The Mortgage Conference today! Follow us on Twitter and LinkedIn ..read more
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Episode 41: Hints and tips to make life easy in the paraplanning world (The paraplanner series)
LIBF Financial Adviser Podcast
by LIBF
1y ago
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Reece Edwards. In this episode our guests share some tips on how to make the life of a paraplanner easier. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn ..read more
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Episode 40: The end of tax year planning podcast (The paraplanner series)
LIBF Financial Adviser Podcast
by LIBF
1y ago
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and Rob Kingsbury. In this episode our guest speakers discuss the the key considerations for end of tax year planning and discuss how paraplanners can avoid the last-minute planning and the stress it can cause. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn ..read more
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Episode 39: How to develop and retain paraplanners (The paraplanner series)
LIBF Financial Adviser Podcast
by LIBF
1y ago
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Lewis Bryford. This episode looks at how to develop your role as a paraplanner, and how to best retain paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn ..read more
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Episode 38: What's all this fuss about the Autumn Statement?
LIBF Financial Adviser Podcast
by LIBF
1y ago
The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and Martin Clark, Landmark IFA. Here they discuss the new Chancellor, the Autumn Statement and taxation in a turbulent 2022.  For more information on our professional qualifications and to find out how you can advance your career go to our website. Follow us on Twitter and LinkedIn ..read more
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Episode 37: The changing face of paraplanning (The paraplanner series)
LIBF Financial Adviser Podcast
by LIBF
1y ago
We are pleased to bring you the eleventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and special guest Lewis Bryford. This episode looks at the changing face of paraplanning, and what employers are currently looking for when recruiting paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn ..read more
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Episode 36: What's happening in the industry at the moment Part 3: Investments
LIBF Financial Adviser Podcast
by LIBF
1y ago
The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is the final part of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part three of this three part podcast explores investments, and what should advisers be thinking about when talking to their clients. Listen to part one here. Listen to part two here. For more information on our professional quali ..read more
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