APRIL 2022

6 April 2022

Welcome to the April 2022 issue of Professional Paraplanner, the magazine for paraplanners, financial technicians and administrators.

Click here to access your copy of the magazine: Professional Paraplanner April 2022 issue


How to say ‘No’

How do you say ‘No’ to your adviser and still retain a good working relationship with them? Nathan Fryer, director PlanWorks, tells what has worked for him over the years and may work for you too

IHT Planning 

The Brand Financial Training team consider the use of a loan trust scheme and a discounted gift trust in conjunction with life insurance bonds when inheritnce tax planning

R0 Focus

Helping second careerists and those new to financial services exams to pass R01

SIPPS: Which trustee type?

Single or joint trusteeship – which to use within a SIPP and when? Stephen McPhillips, technical sales director, Dentons Pension Management, looks at how governance structure matters

SIPPs: Unsuitable activity

Care must be taken when developing a property within a SIPP, points out Jess List, pension technical manager, Curtis Banks

Trust registration

As the deadline to register Trusts with HMRC by September causes real headaches across the industry, trust specialist, Ben Mason, CEO Kinherit, examines the impact of this legislation – and what to do about it.

Child benefit planning

How paraplanners can help clients to reduce the ‘high income child benefit tax charge’


Weathering the storm

BY paving the way for change, investors can help create a more sustainable world, suggests Daniel Bowie-MacDonald, Investment Specialist, Multi-Asset at abrdn

Safe havens?

Anthony Rayner of the Premier Miton Macro Thematic Multi Asset Team, takes a closer look at low risk assets and says keeping an open mind is essential

In defence of TAR

As targeted absolute return funds look about to enter the last chance saloon, this could be when the best of these funds come into their own, says Darius McDermott, managing director, FundCalibre


Professional Paraplanner