APRIL 2021
EDITION
Sustainable and ESG now part of long-term portfolios
21 April 2021
Top paraplanner skills employers tell us they want
What are the top skills employers typically want to see from a paraplanner? Lewis Byford, co-founder of financial services...
Your February 2021 issue is now live
Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...
Budget 2021: Key points for paraplanners
With £355 billion of debt having been accumulated in the past year and a potential £204 billion or more to be...
11 March 2021
Rebecca Kowalski: Responsible investment – my journey
11 March 2021
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...
Key points from FCA’s finalised DB transfer guidance
21 April 2021
Technical: Chargeable gains and student loans
12 April 2021
Technical: Inheritance Tax relief for business property
The Prudential's Technical team takes an in-depth look at Business Property Relief and when and how it can be...
Loans from Trust: With case studies
Using case studies, John Humphreys, Inheritance Tax Specialist, WAY Investment Services, looks at where loans from Trust have been...
Back to basics: Commercial property in SIPP and SSAS
When executing a non-every-day task sometimes it can pay to go back to basics to better understand what’s needed and...
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
APRIL 2021
Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...
MARCH 2021
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FEBRUARY 2021
Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...
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...