November 2017
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Latest - PROTECTION

  • Technical Insight seminars return – Register now

    26 February 2016

    They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding thumbs up from paraplanners to last year’s event. The seminars will give paraplanners the opportunity to hear from expert presenters, who will tackle a range of topics relevant to paraplanners’ day-to-day roles. The first event...

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  • Cashflow forecasting – not an exact science

    16 November 2015

    In his monthly article for the Professional Paraplanner, Dan Atkinson, senior technical consultant with EQ Investors, looks at using cashflow modelling, particularly in client meetings. This month I wanted to highlight a couple of benefits that I have found running through cashflow modelling with clients. I’m not going to go into too much depth, but...

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  • Professional Paraplanner 60-second Budget overview

    8 July 2015

    Today’s Summer Budget from Chancellor of The Exchequer George Osborne lived up to expectations as the first Budget of a new Government with a full parliament ahead of it. Here we outline key points arising from the Budget affecting the work of paraplanners. Pensions: The Chancellor announced a green paper on pensions tax relief. This will look at...

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  • Lifetime Allowance

    31 May 2015

    Claire Trott, head of Technical Support at Talbot & Muir examines what protection is available against the far from simple rules governing the lifetime allowance The lifetime allowance (LTA) was first introduced along with the pension simplification reforms back in 2006, in theory to put everyone in the same position when it comes to...

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