Setting up your own outsourced paraplanning business can be an exciting prospect but going into it with your eyes open and with the benefit of other people’s hard-won experience makes for a much stronger start.

This Assembly brings together three paraplanners who’ve recently done exactly that, for an honest conversation about what it’s really like.

Join us online at 1.00 pm on Wednesday 3 June for an honest, practical conversation about what it really takes to start an outsourced paraplanning business.

Host Richard Allum is joined by three paraplanners who’ve recently done exactly that: Jawaad Tanwir founder of ParaplanX, Ellie Bailey founder of Paraflo, and Phillip Williams of Beyond Paraplanning (and author of ‘What If?…: A Guide To Working Smart & Building Your Own Path In Paraplanning‘).

Together they’ll reflect on their own experiences and share what they’ve learned, covering:

• what the outsourced paraplanning market looks like right now, and whether it’s a good time to be thinking about this
• the questions worth asking yourself before you take the leap and how to know if it’s genuinely what you want
• how to go about setting up an outsourced business in practice
• what they wish they’d known at the start, and what they’re still figuring out
• how they’re finding balance in work, in business, and beyond

What can you expect to take away?

You’ll leave with a clearer picture of what outsourced paraplanning business life actually looks like including the opportunity, the reality, and the things worth thinking through before you commit. Whether you’re seriously considering it or just curious, this is an opportunity to hear from people who’ve been exactly where you are.

Hosted on Acast. See acast.com/privacy for more information.

Host Leanne Pickering from Pivotal Paraplanning is joined by James Jones-Tinsley, self-invested pensions technical specialist at Barnett Waddingham, to catch up on what's been happening in Parliament and politics and what it means in practice for paraplanners and their clients.

They cover the:

• local election results
• state opening of Parliament
• new Enhancing Financial Services Bill
• Pension Schemes Act 2026 and the salary sacrifice changes due in April 2029; and
• HMRC technical note on IHT and pensions – including what's still unclear and why that's causing real headaches for estates that need to be settled within six months of death.

There's also a discussion about what a change in Labour leadership might mean for the pensions landscape, and whether the IHT on pensions rules could yet change before April 2027.

If you've been keeping one eye on the news and another on a client's estate plan, this one's well worth your time.

Hosted on Acast. See acast.com/privacy for more information.

Trusts used to be the kind of thing you’d come across every now and again. Something to dust off the knowledge for, handle carefully, then put back on the shelf.

That’s changing. With pension IHT changes on the horizon, trust planning is becoming a regular fixture on paraplanners’ desks and the paraplanners best placed to support their clients will be the ones who can approach it with genuine confidence, not just familiarity.

This Assembly is designed to help you get there.

This practical Assembly takes you from the foundations right through to real-world trust planning decisions.

Shaun Moore, Tax and Financial Planning Expert at Quilter, joins host Richard Allum for this Assembly. Together they work through the essentials and the less obvious bits that every paraplanner working with trusts needs to have at their fingertips.

During this Assembly, we:

• explore why trust planning has moved from the occasional to the everyday, and why the pension IHT changes expected from April 2027 are likely to accelerate that further
• get to grips with the types of trust you’re most likely to encounter (loan trusts, discounted gift trusts and reversionary interest trusts) and how to tell them apart when different providers call them different things
• use the three circles of access, flexibility and tax efficiency as a practical framework for matching the right trust to the right client
• explore the common mistakes and questions that come up again and again
• understand the ongoing practical obligations that come with trusts, from the Trust Registration Service to trustee bank accounts, and when a professional trustee makes sense

What can you expect to take away?

You’ll leave with a clearer, more confident grasp of trust planning, not just the theory, but the practical judgement to apply it. Whether you’re doing in-depth trust research or writing up recommendations that involve one, this session gives you a framework and a reference point you can keep coming back to.

Useful links

CPD: Request your certificate

Watch in Crowdcast (with chat)

Resources on trust planning from Quilter

Quilter’s trust range

Bond chargeable event hub

Tools and calculator

Quilter's paraplanner page

Hosted on Acast. See acast.com/privacy for more information.