Paraplanners’ Assembly Webinar 


Revealed: what UK paraplanners think about IHT, AI and the future of advice


CPD certificate of attendance request
Thank you for watching the Paraplanners’ Assembly webinar, ‘Revealed: what UK paraplanners think about IHT, AI and the future of advice’. 

If you would like a CPD certificate for your records, please complete the form below and one will be sent to you. 

From watching this recording, you should be able to understand: 

  • How prepared paraplanners and advice firms feel for the April 2027 IHT changes and how firms are starting to respond.  
  • How IHT changes could influence client conversations, planning strategies and product considerations.  
  • The potential for IHT changes to encourage greater focus on intergenerational and whole-family financial planning.  
  • How paraplanners and advisers currently view AI, including adoption, confidence and whether it represents an opportunity or a threat.  
  • The potential implications of Targeted Support and simplified advice for the future shape of financial advice.  
  • How regulation, recruitment and changing client expectations could affect paraplanners and the advice firms they support. 

Recording – 1 hour

Request a CPD certificate


Please complete the form below and one will be sent to you automatically. 
ABOUT CUSTOMER DATA AND PRIVACY 

The Data Protection Act requires Lloyds Banking Group companies and associated companies to manage personal information in accordance with the Data Protection Principles. Our Group of companies is required to process your personal information fairly and lawfully. This means that you are entitled to know how we intend to use any information you provide. You can then decide whether you want to give it to us in order that we may provide the product or service that you require.

All our employees are personally responsible for maintaining customer confidentiality. We provide training and education to all employees to remind them about their obligations. In addition, our policies and procedures are regularly audited and reviewed: Read Scottish Widows Data Protection Notice.
Important information

Copyright © 2025 Scottish Widows 

This material is intended for UK authorised & regulated financial advisers only. It is not intended for onward transmission to retail customers & should not be relied upon by any other person. 

View the Scottish Widows Terms of Business for Intermediaries.

Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. 

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655. 

Your privacy and the security of your email address data is very important to us, click here to view the Scottish Widows Legal & Privacy Policy.