February Issue Out Now
30 January 2019
Welcome to your February 2019 edition of Professional Paraplanner
For this issue’s paraplanner profile we spoke to Peter Mason, director of PJM Paraplanning and Consultancy Services, about his paraplanning journey, from employed, to self-employed to business owner and his pension transfer specialist work
Also, we have a plethora of technical and insight articles for you this issue, including:
• SSAS as an ideal business exit planning tool
• The use and taxation of discretionary will trusts and how to navigate the first 10 years of exit charges
• Divorce and re-marriage amongst baby-boomers and the impact on inheritance, requiring talks with clients about their wishes, wills, trusts and tax
• How the Residence Nil Rate Band (RNRB) can be a good starting point for discussions with clients
We look at what might 2019 hold for paraplanning, asking in-house and outsourced paraplanners for their views
And, alongside our regular TDQ Q&A to test your pre exam knowledge, this issue Catriona Brand, MD of Brand Financial Training, provides six easy steps to working out an individual’s income tax liability.
ATEB Consulting’s Steve Bailey examines why and how Paraplanners should consider a workplace pension in a pension transfer recommendation. Firms involved with...
Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc, adding the cashflow planning capability to its suite...
The majority of paraplanners (58%) find suitability report writing software a useful tool but only if used in tandem...