The end of tax year planning podcast (The paraplanning series Ep. 40)

16 January, 2023LIBF Financial Adviser

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.

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