May 2017
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  • Your May 2017 Issue

    26 April 2017

    Welcome to our May 2017 issue, jam-packed with good content for you. Please click here to read to your digital version Here’s some of what you can see inside: Paraplanner Profile In this issue’s Paraplanner Profile Rob Kingsbury talks to Rebecca Tuck, who moved from large financial company to new launch, five-person firm, Magenta...

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  • Technical: Order of Gifting – Why lend first?

    26 April 2017

    Following on from her last article in this series on IHT and estate planning where Kim Jarvis, technical manager, Technical Services Team, Canada Life, examined the order of gifting and how getting it wrong could be costly but getting it right could save a massive amount in inheritance tax, over the next few weeks, here...

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  • First round in France’s presidential election good news for investments

    24 April 2017

    Emmanuel Macron’s small lead ahead of the France’s presidential run-off makes him favourite to become France’s next President allowing investors to ‘take comfort’ and consider a possible  upturn in European equities , says Azad Zangana, Schroders’ Senior European Economist. It is the outsider’s election – the French public have sent a clear message to the political establishment: that they are...

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  • Report flags significant lack of insurance protection among families

    24 April 2017

    Parents are more likely to insure their possessions than their health despite over 40% saying they are concerned that they or a member of their family could develop a serious illness and 45% of parents with dependent children could not support their lifestyle for a month if the main breadwinner was unable to work,...

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  • Completed DB transfers increased by 166% Xafinity Q1 year-on-year figures show

    24 April 2017

    Xafinity Group has reported that among the groups with which it deals, DB transfers completed in Q1 2017 were 166% up on the same three months in 2016. In addition, requests for transfer value quotations which, over the same three month period, has increased by 70%. The group collects data on a monthly basis...

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Latest Development

The ‘What’ of Trusts – Gift Trust

The concept of trusts can be confusing and complex...

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Latest Jobs

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Latest Events

Dates and Venues Confirmed for the Technical Insight Seminars 2017

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

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