OCTOBER 2019
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Techniques to improve your productivity: 2
22 October 2019
CATEGORIES
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Property tax – how to tackle it
With numerous property tax changes already in place (and more due in 2020/21), there are a number of opportunities...
When execution-only and non-advised do and don’t apply
You need to know the difference between execution-only and non-advised sales and what client instructions can be enacted under...
Recent FCA suitability commentary – key points
ATEB Consulting’s Steve Bailey analyses a recently delivered FCA speech on the suitability of advice and highlights key points advice firms should take...
LATEST PROFILES
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Personal drive: Samantha Gratton, Old Mill
29 August 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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Using small pots when you’ve run out of lifetime allowance
22 October 2019
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How advice firms are dealing with vulnerable clients
16 October 2019
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
How top slicing has been changed for ever – and what to do now
There were three certainties of top slicing relief but they no longer apply, says Les Cameron, head of Technical,...
Whose income is it anyway? Prudential’s Neil MacLeod examines the various permutations for how income generated by trust property...
Try out these 3 memory techniques
If you envy those rare types who seem to have an exceptional memory and who – seemingly effortlessly –...
LATEST JOBS
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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
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Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience
South, South West England, Wales
JOBS FILTER
MOST VIEWED JOBS
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, South East England
London (Central)
Full or Part Time Paraplanner – Edinburgh
Scotland
LATEST MAGAZINE EDITIONS
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OCTOBER 2019
OCTOBER 2019 VIEW THE MAGAZINE HERE IN THIS ISSUE Paraplanner Profile Rob Kingsbury talks to Ashley Wiltshire, owner of...
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SEPTEMBER 2019
Welcome to the first of our autumn magazines in which we introduce a new dedicated section. View the magazine...
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July/Aug 2019
Welcome to the AWARDS 2019 issue of Professional Paraplanner 15-pages of Awards coverage including interviews with the winners of...
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...