June 2019


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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...

  • 1 in 10 understands new features and benefits of equity release

    11 June 2018

    While the majority of homeowners plan to use property wealth to boost their retirement, very few understand all the features of equity release, new research from SunLife has found. Eight in 10 homeowners over the age of 55 said they would use equity release or downsize to access some of the £280,000 value tied...

  • Correction in UK commercial property market ‘unlikely’

    2 May 2018

    A major correction in the UK commercial property market is unlikely this year thanks to solid fundamentals and a realisation that Brexit will not herald another financial crisis, Kames Capital believes. Phil Clark, head of Property Investment at Kames, says the market remains in good health despite the ongoing uncertainty over Brexit, with net...

  • End of tax year action points for pensions, tax planning and child benefits

    21 March 2018

    Action is required by those saving into pensions, tax planning and those receiving child benefits, says Kay Ingram, Director of Public Policy at LEBC. Ingram points out that clients need to act soon to avoid missing out on tax-free savings opportunities, particularly with an early Easter this year cutting into the end of tax...

  • Technical: RNRB downsizing addition case studies

    15 March 2018

    The Residence Nil Rate Band keeps on helping – even after downsizing. Canada Life’s Kim Jarvis explains.  In addition to the standard nil rate band (£325,000), from 6 April 2017 each person is entitled to a residence nil rate band (RNRB) to use against the value of their home if it is left to direct...

  • Spring Statement gets mixed response

    13 March 2018

    The Chancellor’s Spring Statement was met with mixed response from industry experts, with little in the way of new or unexpected policy announcements. The Chancellor used today’s Statement as an opportunity to unveil stronger economic growth, forecast to be 1.5% in 2018, up 0.1% on the previous projection. He also said the Office for...

  • 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...

  • Win for holders of Scottish property in pension schemes

    18 January 2018

    Holders of Scottish Property in their pension schemes have something to celebrate, says Nigel Bennett, sales & marketing director at InvestAcc. You may have missed the piece of good news issued by Revenue Scotland on 28 December 2017, concerning transfers of Scottish Property between pension schemes. So long as there is no consideration, genuine transfers...