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Utmost Wealth Solutions and Paraplanners’ Assembly 2023 webinar series available on demand

Last year, in collaboration with Paraplanners’ Assembly, our Technical Sales Manager, Steve Sayer and Richard Allum of the Paraplanners’ Assembly, presented three webinars tailored specifically for their members.
 
Our focus was on three key areas: Personal Tax, Loan Trusts and Discounted Gift Trusts.
 
We are delighted to let you know that all three webinars are now available on demand. Additionally, we have provided podcast recordings for each video, offering an alternative learning format for your convenience

Access to the recordings are available here

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