November 2016


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  • ed_molyneux_ceo_of_freeagent

    Call for more flexibility for freelancers and SMEs on Making Tax Digital

    2 December 2016

    HMRC needs to allow greater flexibility during the initial phase of its tax digitisation strategy in order to help small and micro business owners and freelancers deal with the changes, according to cloud accounting company FreeAgent. From 2018, how SMEs and unincorporated businesses interact with the tax system is changing. It will become increasingly digital and most...

  • chris-hewitt-addresses-the-bristol-seminar

    Technical Insight Seminar: Q&A with Chris Hewitt

    1 December 2016

    To finish his presentation at the Professional Paraplanner Technical Insight Seminar in Bristol, Chris Hewitt, lead associate with the FCA took questions from the floor. Here we highlight some of those questions. Q: The first question from the floor was how paraplanners should reconcile the client’s perception of the investment term, which often can...

  • Rayner Anthony - Miton

    The US dollar impact

    1 December 2016

    A number of factors have come together in the last few months to see a range of assets move a lot in a short space of time. The US dollar has been no exception, says Anthony Rayner, manager of Miton’s multi-asset fund range. As the US dollar is the global currency of last resort,...

  • screen-shot-2016-11-23-at-17-30-13

    Technical Insight Seminar: Suitability Reports

    30 November 2016

    Delegates at the Professional Paraplanner Technical Insight Seminar in Bristol heard from Chris Hewitt, lead associate with the FCA, in respect of the construction of suitability reports, where he explained the document’s purpose was not to cover the firm’s back but to help the client understand the advice and recommendations. Chris Hewitt started the session by...

  • retirement-pension-qrops

    QROPs made more attractive by Government’s proposed changes

    30 November 2016

    Proposed changes to more closely align QROPS with UK pension schemes will make them a more attractive option due to greater governance, international adviser firm’s CEO claims The Government has taken steps to ensure foreign pensions, often referred to as QROPS (Qualifying Recognised Overseas Pension Schemes), are more closely aligned with UK pension schemes for...


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Don’t bother to definitely consider

Stan Russell, Head of Pensions Business Development, examines why...

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2017 Professional Paraplanner Technical Insight Schedule Announced

We are delighted to announce that in 2017 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even...

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