December 2018


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Latest - Income Zone

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • What’s the Future of Asset Management?

    8 March 2018

    Richard Philbin, chief investment officer of Wellian Investment Solutions, considers how the industry might play out over the next 5 – 10 years. When you are thinking about the future of this wonderful industry of ours and have the ability (albeit in article form) to consider the future of it, the initial thoughts are “I’ll...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...