DECEMBER 2020
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Platforms e-signature functionality nearly doubled since April
30 November 2020
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Could UK income rebound in 2021?
30 November 2020
CATEGORIES
MOST VIEWED
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...
Kim Bendall launches outsourced paraplanning firm
Kim Bendall has launched her own firm, Go Paraplanning, and is looking to provide tailor-made support services to new...
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...
LATEST PROFILES
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Aishling Costello, Fidelius Group
26 November 2020
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Where are they now? Blake Ellis
26 November 2020
MOST VIEWED PROFILES
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...
LATEST DEVELOPMENT
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TDQ: Test Your Knowledge: Answers – December 2020
26 November 2020
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TEST YOUR KNOWLEDGE: QUESTIONS – December 2020
26 November 2020
DEVELOPMENT CATEGORIES
MOST VIEWED DEVELOPMENT
Deep dive into Gifting and Inheritance Tax
The Prudential technical team examine Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs), their interaction with each other and...
Pension death benefits – who should receive them?
There are several good tax reasons why an individual might look beyond their spouse in respect of the beneficiaries...
Offshore Bonds Taxation explained
The Prudential Technical Team examine Offshore Bonds and how are they taxed for individuals and personal representatives.
LATEST JOBS
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Paraplanner – Leeds/High Wycombe – Up to £40,000
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Paraplanner – Up to £50k, subject to experience and qualifications
East of England, London (Central), South East England
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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
LATEST MAGAZINE EDITIONS
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DECEMBER 2020
INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can...
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NOVEMBER 2020
INCLUDING: Business Property Relief Social Eight pages of insight into when and how BPR may be used within financial and...
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OCTOBER 2020
DOWNLOAD your copy of the October 2020 issue of Professional Paraplanner HERE: Professional Paraplanner Magazine October 2020 Paraplanner profile...
LATEST EVENTS
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NEW WEBINAR: Death Benefits – SIPPS and SSAS
2 December 2020
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...
Investment Committee Webinar: Painting a picture of the New Economic Order
Painting a picture of the New Economic Order
Look back through history and you’ll see that society undergoes a major sea-change once every 30-40 years. Fidelity believes that we are at such an inflection point now – politically, socially and from an economic and technological perspective.
Join Fidelity’s James Bird as he presents Fidelity’s assessment of the key structural trends that will set the global economy into a new economic order and what it means for investing.
FIND OUT MORE AND REGISTER FOR THE WEBINAR HERE
Learning objectives
• Recognise the key structural trends that will set the global economy into a new economic order and what it means for you and your clients investments.
• Gain an insight into the rise of Asian leadership and the acceleration of sustainable
•Understand the three long-term calls for the future and how they will help you find robust risk-adjusted returns.
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....
READ ARTICLETechnical 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...
READ ARTICLE