Latest - RETIREMENT PLANNING

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  CII Level 4 Diploma course launched by Blackburn College University Centre

  6 December 2018

  Blackburn College University Centre is running the CII Level 4 Diploma in Regulated Financial Planning, giving North West paraplanners and technical consultants and those aspiring to become financial planners the opportunity for face-to-face taught sessions from an independent Higher Education establishment. The course will run from 8 January 2019 to 1 October 2019, taking...

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  Tax planning: How to exit a bond – Part I

  5 December 2018

  Kim Jarvis, technical manager, Canada Life examines the options when a client wants to exit an onshore bond fund, in particular total segment surrender versus the allowance, with case study.  First published in the December 2018 issue of Professional Paraplanner. An onshore bond is simply a tax wrapper and you may have clients that are...

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  HMRC’s interpretation of death benefits in respect of a pensions transfer

  5 December 2018

  Martin Tilley, director of Technical Services, Dentons Pension Management looks at HMRC’s interpretation of death benefits in respect of IHT where a pension transfer takes place, with reference to the recent ruling in Staveley vs HMRC. First published in the December 2018 issue of Professional Paraplanner. Scrutiny of Chancellor Osborne’s pension freedoms announced in...

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  DWP publishes proposals to make Pensions Dashboards a reality from 2019

  3 December 2018

  The Department for Work and Pensions has published its long awaited Feasibility Study into the Pensions Dashboards, enabling the industry to start preparing for what’s necessary to make the project happen, with the first schemes onboarding in 2019. Guy Opperman Parliamentary Under Secretary of State for Pensions & Financial Inclusion said the proposed pensions...

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  TDQ: Test Your Knowledge – Questions

  29 November 2018

  For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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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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  LEBC group critical of MoJ probate decision and offers practical tips for clients

  27 November 2018

  National adviser LEBC Group has condemned the Ministry of Justice’s decision to alter the basis for calculating probate fees, which it called a “tax on the bereaved” and warned families could face financial difficulties as a result. On 5 November the Ministry of Justice (MoJ) announced it would abolish the current flat rate probate...

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  90% of entitled yet to reclaim Power of Attorney fees

  27 November 2018

  Royal London has said a government scheme to refund large numbers of people who have been overcharged when registering a power of attorney has not worked to its desired effect.  According to figures obtained under a Freedom of Information Act, just 203,000 out of a possible 1.9 million people had claimed by 28 August,...

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