Latest - Income Zone

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  March Issue OUT NOW

  27 February 2019

  In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Click here to view! Our Paraplanner Profile maps the paraplanning career of Grant Callaghan, who was Para-Sols’ first graduate recruit and is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his...

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  50 Not Out – January Issue of Professional Paraplanner OUT NOW

  19 December 2018

  This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters and the team behind the scenes that have worked so hard. Paraplanner profile The paraplanner we profile for this issue is Jade Mountford, chartered paraplanner with Mazars Financial Planning. She scooped the PFS Paraplanner of...

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  December Issue OUT NOW

  28 November 2018

  Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning manager, and Codie Smith, paraplanner, at Cooper Parry Wealth about how they work as ‘paraplanners’ since the firm restructured We also asked Dan Atkinson to provide insight into how his role has changed in his...

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  30 September deadline for ‘disguised remuneration’ schemes

  25 September 2018

  The clock is ticking for anyone who has used a ‘disguised remuneration’ scheme to arrange a settlement or face new tax charges next April. The government has said loans or debts from a disguised remuneration scheme – where ‘income’ is replaced with ‘loans’ – will be taxed as earnings if they haven’t been fully...

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  Active funds favoured for drawdown

  28 August 2018

  In the battle of drawdown investments, active funds are the clear winner, according to platform provider Zurich. An overwhelming 89% of drawdown assets are invested in active funds, while just 3% are held in passive funds, highlighting the lack of traction among passive investments in the post-pension freedom landscape. The remaining 8% of advised...

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  Creating a steady income stream for clients

  22 August 2018

  There is good news for investors wishing to use their long-term savings to generate a steady income stream, with investment trusts proving lucrative over the past 10 years, according to AJ Bell. The investment platform compiled a list of the “ultimate income investment trusts”, which yield up to 10% on a 10-year basis. At...

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  July / August Issue OUT NOW

  28 June 2018

  In your bumper edition of Professional Paraplanner this month we have two specials for you: Click here to read The Professional Paraplanner Awards 2018 – We celebrate our second year of awards, recently held at the Grange St. Paul Hotel, London AND a Tax Special. In this 8-page section, we look at inheritance tax...

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  June Issue OUT NOW

  3 June 2018

  For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

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