June 2019 issue out now
30 May 2019
In the June 2019 issue of Professional Paraplanner:
Scott Daniels, director of the PLUS Group, has grown his outsourced paraplanning business from one-man-band to 47 people. We talk to him about the challenges involved and where he is taking the company from here
Lifetime allowance planning
If your client has LTA issues, is it better to take money out of a pension pre or post age 75? Charlene Young, senior technical consultant at AJ Bell, presents a case study to illustrate the key points
SIPP property purchase
How may a SIPP avoid unnecessary potential tax charges when purchasing a property with commercial and residential elements? By splitting the title. Denton’s Stephen McPhillips explains
IHT and Gifting
Six things paraplanners need to know about gifting
Training, Development and Qualifications
A look at the taxation of UK life assurance policies with a case study example – of particular relevance to R03 and AF1 exams
Fund manager Q&A
The Gravis Infrastructure Fund combines infrastructure and income. We asked the manager William Argent about the fund’s investment strategy and what it can offer investors.
Consumers deserve and need faster pension transfer times. So, what’s holding back the industry and what can be done about it?
Can the big brands survive in a world where disruption is ever easier to achieve?
Your future is in your hands
‘When a paraplanner has achieved Chartered or Certified status, what comes next?’, asks Jacqueline Lockie, head of Financial Planning, CISI
And much more…
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...
Kim Bendall has launched her own firm, Go Paraplanning, and is looking to provide tailor-made support services to new...