Episode 40: The end of tax year planning podcast (The paraplanner series)

LIBF Financial Adviser Podcast - A podcast by LIBF

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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.