MARCH 2020


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  • Market review – vicious cycle of negative sentiment leading where?

    5 April 2020

    Amine Chaieb, partner at Spearvest, provides a markets review in the midst of the Covid-19 crisis The global economy was still in a fragile state when the COVID19 global crisis hit. With corporate balance sheets stretched and high leverage widely used by private and institutional investors, markets were especially vulnerable given the excessive valuation...

  • Latest on pandemic investing plus 7-page volatility advice tool from Fidelity

    5 April 2020

    Nothing has been behaving as it should over recent weeks – normal market dynamics have broken down and governments have stepped in to hold up economies as best they can. Fidelity is producing constantly updated insight into the impact of the pandemic in respect of market and investment issues, utilising the breadth of its...

  • New trust registration rules you need to consider

    4 April 2020

    Trust registration deadlines are changing and paraplanners need to know about them, says John Humphreys, inheritance tax specialist at WAY Investment Services This article was first published in the March 2020 issue of Professional Paraplanner. On 10 January 2020, the Fifth EU Money Laundering Directive (5MLD) came into force in the UK, with an...

  • Can your client trust their pension transfer?

    2 April 2020

    What constitutes a recognised pension transfer? Gareth James, head of technical at AJ Bell looks at a recent court case where this became the focus of attention and the need for care and discretion. The liberation of funds from pensions using means that HMRC or the FCA have taken issue with has taken a number...

  • Investors should brace for further dividend cuts

    2 April 2020

    With the Bank of England putting pressure on banks to stop paying dividends, investors and pension savers should brace themselves for a sharp cut in dividends, as companies seek to protect themselves against the impacts of Coronavirus, Adrian Lowcock, head of personal investing at Willis Owen, has warned. With the UK government forcibly closing millions of...


Latest Development

Technical: Buying a business with help from self-invested pensions (with case study)

Paraplanners and advisers may sometimes find themselves handling an...

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Latest Events

COVID-19 and our Events

Given the fast-changing situation around COVID-19, we wanted to provide an update regarding the Professional Paraplanner events for 2020....

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