DECEMBER 2020
EDITION
Nucleus launches alternative to ‘overpriced’ DFMs
21 January 2021
Day 5 of Exam Q&As: AF7 questions
21 January 2021
New Letter of Authority service could be a ‘game changer’
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Female Paraplanners Needed For Research Project (UPDATE SURVEY CLOSED NOW)
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
Aggregated costs and legacy trail commission disclosure
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...
Aishling Costello, Fidelius Group
26 November 2020
Where are they now? Blake Ellis
26 November 2020
Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to...
Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation. Nathan...
Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning...
19 January 2021
TEST YOUR KNOWLEDGE: ANSWERS – January 2021
12 January 2021
Offshore Bonds Taxation explained
The Prudential Technical Team examine Offshore Bonds and how are they taxed for individuals and personal representatives.
Purchased Life Annuities explained
The Prudential Technical Team show how Purchased Life Annuities (PLAs) provide a guaranteed income normally until death or expiry...
Inheritance Tax Taper Relief and Gifting
The Prudential technical team explain how taper relief can reduce the tax payable on lifetime gifts.
All locations
Paraplanner – Leeds/High Wycombe – Up to £40,000
All locations
All locations
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, London (Central), South East England
Paraplanner – Leeds/High Wycombe – Up to £40,000
All locations
DECEMBER 2020
INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can...
NOVEMBER 2020
INCLUDING: Business Property Relief Social Eight pages of insight into when and how BPR may be used within financial and...
OCTOBER 2020
DOWNLOAD your copy of the October 2020 issue of Professional Paraplanner HERE: Professional Paraplanner Magazine October 2020 Paraplanner profile...
3 February 2021
PENSIONS ‘IN-DEPTH’ – THE LIFETIME ALLOWANCE
16 December 2020
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...