Professional Paraplanner

Latest Development

This could save a married or civil partner clients £4,800 in IHT per year

18 March 2019

This tax exemption may be overdue a review but it is still a useful tool when tax planning, says the Prudential technical team. It is currently £3,000 and has remained unchanged since April 1981 – back when Shakin’ Stevens was at number one in the UK singles chart with ‘This Ole House.’ The Chartered Institute of Taxation...
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TDQ: Passing AF7

18 March 2019

Catriona Standingford, MD of Brand Financial Training, looks at AF7, the exam with the lowest pass rate in 2018 and says it should be a tough paper In 2018, the CII AF7 Pension Transfers exam had the lowest annual pass rate of all the Advanced Diploma AF exams (ignoring the discontinued AF3). At just...
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Planning to get done before the end of the tax year

10 March 2019

Start to look at what’s next before you finish what’s now, suggests the Prudential technical team We’re into tax year end and many people are busy getting all those things done as 5 April looms, whether that be finalising pension contributions, using up allowances or bed and breakfasting those capital gains. But should we...
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How to find the perfect B&B this end-of-tax-year

7 March 2019

The Prudential technical team explain the rules around ‘bed and breakfasting’, a practice against which HMRC brought in anti-avoidance rules, The internal fund tax of wrappers such as bonds and Open Ended Investment Companies (OEICs) can be confusing. Here’s a simple fact though – within an OEIC, no tax is payable on capital gains...
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Tax year end pensions planning opportunities

26 February 2019

Tax year end, when everyone’s final income positions are becoming clear, is a prime time to do some pension tax planning, says the Prudential technical team. Contributions, adjusted net incomes, taxable income, relief at source, net pay and extension of tax bands. All phrases involved in the identification and calculation of what levels of...
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Technical: Calculating the annual allowance

25 February 2019

The Prudential offers a free-to-use annual allowance calculator on its website. In this article the Prudential Technical Team explain how to use Prudential’s calculator and what information is needed to carry out annual allowance calculations. Key points The annual allowance limit applies to the total monetary value of all defined contribution amounts paid by...
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Pensions and business exit planning

25 February 2019

SSAS is an ideal business exit planning tool, says Stephen McPhillips, technical sales director, Dentons Pension Management Limited Small self administered schemes (SSAS) have experienced something of a renaissance over the past few years, despite the increasingly difficult process to have these accepted and registered by HM Revenue & Customs (HMRC). This relatively new...
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Tax and trusts: Sideways inheritance

21 February 2019

The incidence of divorce and re-marriage amongst baby-boomers can make inheritance fraught with difficulties and requires talking to clients about their wishes, wills, trusts and tax, says John Humphreys, inheritance tax specialist at WAY Investment Services Ltd Dealing with inheritance issues can be an extremely sensitive matter. How much to pass on and to...
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Featured Videos

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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Possibly the best para-life-planning role in the world

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

Check out the role in the jobs section - www.professionalparaplanner.co.uk/jobs

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Standards International, Michelle Hoskin, MD gives an update on the paraplanning standard.

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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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