Welcome to the June 2017 issue of Professional Paraplanner, marking our third anniversary serving the paraplanning community.
It has been a thoroughly enjoyable and inspiring journey over the past three years. Thank you all for reading and we look forward to providing you with quality content for many more years to come.
In this issue:
Paraplanner Profile
Christina Georgiou, paraplanning manager at John Lamb, is not afraid to challenge the status quo, she tells PP editor Rob Kingsbury
Paraplanning Standard
At Professional Paraplanner’s Technical Insight Seminar, Michelle Hoskin told the audience “the future is yours”, laying out where she believes the market is heading, paraplanning’s place within it and providing an update on the Paraplanning Standard
Paraplanning 2017
Highlights from our recent study into paraplanning in the UK, in association with Architas.
Pointers
In this extended Paraplanner Pointers, an AF examiner offers tips for candidates when prepping to take their exams
Inheritance tax
Transferring a nil rate band is a valuable option in tax planning. How can it be best applied and where does it sit alongside wills and trusts?
Vulnerable clients
Jacqueline Lockie, deputy head of Financial Planning at CISI, discusses the ethics around identifying and best serving vulnerable clients