Professional Paraplanner

Latest Development

Taxation of Trusts

15 July 2019

Catriona Standingford, MD of Brand Financial Training, takes a look at taxation of Bare Trusts, Interest in Possession (IIP) Trusts and Discretionary Trusts.
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The offshore bond ‘biscuit tin’ solution

15 July 2019

What do for income and asset-rich clients maxed-out on their Lifetime or Annual pension allowances and who have all but exhausted all other conventional UK tax-breaks.
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TDQ: Test Your Knowledge – Answers

14 July 2019

As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications
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TDQ: Test Your Knowledge – Questions

14 July 2019

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.
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Wrappers Delight – pros and cons of holding OEICs outright or wrapping them within a bond

23 June 2019

The Sugarhill Gang were musical pioneers introducing hip hop music to a wide audience. Back in 1979 they created the first rap song to enter the US Hot 100 with a seminal song in hip-hop history, peaking, sadly, at a rather modest, number 36. The song title? “Rapper’s Delight”. Forty years on, and in the...
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Prudential CPD compilation – Bond Taxation

17 June 2019

Hello everyone. I had a good time down at the Professional Paraplanner awards last week and it was nice to meet and have a chat with some of you. My team (even me sometimes) work very hard to get our technical support as good as it can be. We’re delighted that after all our...
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9 Ways to Increase Your Chances of Passing Your CII Written Exam

16 June 2019

What does the CII expect and what will give you the best chance of gaining marks? This article from Brand Financial Training helps with with exam technique and marking for 2019, particularly in Advanced Diploma Level Exams, AF1, AF2, AF4, AF5, AF7, Diploma Level Exams, R06.
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TDQ: AF1, R03 and private landlord taxation

10 June 2019

Catriona Standingford, MD of Brand Financial Training examines the personal tax issues for private landlords, a topic that is most likely to arise within the CII’s AF1 and R03 exams
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DEVELOPMENT CATEGORIES

Featured Videos

Partner Content

The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. Capital at risk.
Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience

South, South West England, Wales

Salary is Dependent on experience

Magenta is an award-winning financial planning firm based in Bridgend, South Wales, and we are looking for another experienced Paraplanner to join our team – to deliver Planning with Passion to our clients.

Visit the jobs section for more information.
We asked five of our presenters what they would most like paraplanners to take away from their sessions at the Technical Insight Seminars 2018. Here’s what Rory Percival had to say about his very popular session.

The Technical Insight Seminars are being hosted around the country at 11 venues. There are still places at some venues so if you’d like to join over 700 of your fellow paraplanners who have registered to attend, Email info@researchinfinance.co.uk for more info.

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In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

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In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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