All episodes
Revealed: What paraplanners think about IHT, AI and the future of advice
Paraplanning for LGBTQ+ clients: what we might be missing
The Self-Assembly Paraplanning Show for October 2026
How advice tech should work for paraplanners (not the other way round)
What living with cancer means for financial planning
A tune up on temporary pension income guarantees
What the Dickens do wills and LPAs actually say?
The Self-Assembly Paraplanning Show for September 2026
Westminster Watch: Burnham, budgets and by-elections
IHT: the details that could trip up paraplanners
A dead interesting Assembly on death and dying
The Self-Assembly Paraplanning Show for August 2026
Fiscal drag and what paraplanners can do about it
Ask Adam: a pension comprehension intervention
Unpacking platform charges with Transact CEO Tom Dunbar
And the winner is…paraplanning!
Pensions and IHT: what the new rules will mean for paraplanners
The Self-Assembly Paraplanning Show
What it’s like to start an outsourced paraplanning business?
Westminster watch: politics, pensions and paraplanners
Trusts: brush up on the essentials in one hour
SEND and financial planning: what paraplanners need to know
Wrapper choices, changing rules and what they mean for clients
Almost everything you need to know about smoothed funds
How salary sacrifice works, what can go wrong, and what's changing
The financial planning assumptions that don’t work for women
Protection and IHT planning: a guide to the essentials for paraplanners
What can the professional bodies do for you? Part 2
Steve Sayer’s timeline of tax changes – all the way to April 2031
Tune up your tax year end to-do list
IHT and pensions: could the government still change course?
AI in paraplanning: what does the future hold for paraplanners?
AI in paraplanning: what's happening, what's working, and what could come next?
Budget reality versus Budget rumours: what actually happened?
A guide to auto-enrolment essentials for paraplanners
What can the professional bodies do for you?
Technically speaking: deeds of variation, disclaimers and tax
Lump sum cancellations: what does the FCA and HMRC's clarification mean for clients?
Revealed: the results of Scottish Widows’ annual survey of UK paraplanners
Level up your retirement advice: navigate the tools that matter most
Looking forward to The Big Day Out 2025
Developing as a paraplanner: 'How do I build a career plan?'
The Pensions Commission: what could it mean for retirement planning?
The pension IHT bombshell has landed – now what?
The State Pension age review: what paraplanners need to know
Developing as a paraplanner: 'Where could I go from here?'
Tax wrappers: which, why and when?
Breaking into paraplanning: 'Who should I work for?'
IHT and pensions changes: what's happening and when?
How can paraplanners help clients get retirement risk zone ready?
Trusts and offshore bonds: options for IHT planning
Breaking into paraplanning: 'Where do I even start?'
How paraplanners can transform women’s financial fortunes
A guide to annuity essentials for paraplanners: part two
How to stay ahead in paraplanning (despite the relentless change)
A guide to investment bond essentials for paraplanners
A plain English guide to new pensions jargon: part two
A guide to business protection essentials for paraplanners
A plain English guide to new pensions jargon: part one
A guide to annuity essentials for paraplanners
Les Cameron on pensions, death and taxes
What do new residency rules mean for your IHT planning?
A guide to protection essentials for paraplanners
Lifetime allowance abolition: are we there yet?
A paraplanner's guide to giving
Becoming a leader in paraplanning: your questions answered
The five tech security tips paraplanners shouldn’t do without
A second helping of ‘Is there a recipe for successful retirement income advice?’
What kind of paraplanning leader could I be?
What did Les Cameron learn from Labour’s Budget?
From Parliament to paraplanner: How do Budget measures become law?
How to level up your retirement income planning (in one lunch hour)
An offshore Case Study Investigation: time apportionment relief, personal portfolio bonds and deficiency relief
Revealed: What do paraplanners REALLY think about paraplanning?
Cracking the inheritance tax code: a case study in calculating IHT
Client cash and platforms: what every paraplanner needs to know
The Consumer Duty: what can paraplanners learn one year on?
Case study investigation: Reversionary interest trusts and the NRB
Death. Trusts. And paraplanners.
A bite-sized Assembly on investing for US expats
Post-LTA essentials for paraplanners
Is there a recipe for successful retirement income advice?
A bite-sized Assembly on fixed interest investments
How do model portfolio services work on platforms?
When should AIM be in the frame for IHT planning?
What does it take to get a reliable cashflow forecast around here?
CSI: getting to the bottom of top slicing relief
Bonus Q&A: Les Cameron's guide to the new allowances landscape
Les Cameron’s guide to the new allowances landscape
Paraplanning in the Age of AI
What do paraplanners need to know following the Budget?
A special tax year end Assembly
The state of the paraplanning nation
The Consumer Duty: how’s it going so far?
Is it time to challenge your assumptions about planning assumptions?
What happens at a platform when you transfer pensions and investments?
A bite-sized Assembly on rebalancing (from a platform's point of view)
A bite-sized Assembly on forecasting
Property, pensions and paraplanning
A bite-sized Assembly on what happens when you place a trade on a platform