February 2019
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3 tips for women pitching business ideas
21 February 2019
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Bonds – an asset class that ‘masks a lot of danger’
21 February 2019
CATEGORIES
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Suitability reports – making them more accessible for clients
At our Bristol Technical Insight Seminar, Rebecca Tuck, paraplanner with Magenta Financial Planning, presented on suitability reports, sharing some...
2019 Technical Insight Seminars – 15 UK Venues Announced – Register Now
Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...
MiFID II – Aggregated costs and charges
Steve Bailey, director at compliance consultancy ATEB, provides guidance on how to deal with the new requirements for reporting aggregated costs and charges...
LATEST PROFILES
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Self-employed to business owner
31 January 2019
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31 January 2019
MOST VIEWED PROFILES
Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan...
Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...
Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning...
LATEST DEVELOPMENT
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Tax and trusts: Sideways inheritance
21 February 2019
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5 Revision Methods to try out in 2019 – which one best suits you?
18 February 2019
DEVELOPMENT CATEGORIES
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Where inheritance tax applies to pensions
Pensions are normally exempt from IHT. This article from the Prudential technical team, explores those areas where pensions can...
Technical: Carry forward of unused annual allowance
In this article the Prudential technical team explains the history and use of carry forward of unused annual allowance...
When you’re seriously up against the clock, with coursework deadlines or exams lurking menacingly on the not-too-distant horizon, it’s...
LATEST JOBS
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London (Central)
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Paraplanner – Castle Donnington – East Midlands
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Experienced Paraplanner – West Yorkshire
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LATEST MAGAZINE EDITIONS
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February 2019
Welcome to your February 2019 edition of Professional Paraplanner For this issue’s paraplanner profile we spoke to Peter Mason,...
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January 2019
This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters...
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December 2018
Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning...
LATEST EVENTS
PAST EVENTS
Technical Insight Seminar – June 2015
Professional Paraplanner launched its first Technical Insight Seminar on 9 June 2015 at the Grange St Paul’s Hotel, London....
Technical Insight seminars return – Register now
They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding...