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Paraplanner profile
In this issue we talk to Cathy Russell, who took what she loved best about her experience as a paraplanner to become a tax and trusts specialist, and now delivers training and advice to financial services firms all around the country.
DB Pensions Transfers
Kim Bendall, director of The Paraplanners, takes an in-depth look at defined benefit pensions transfer process and asks whether a review of a client’s final salary scheme now should be de rigueur?
Report writing
Dan Atkinson provides some top suggestions around the art and science of communicating with our audiences.
Viewpoint
Adam Piplica asks whether the Advice Gap is more a Knowledge Gap and what we can do to help educate consumers around financial planning?
Due diligence
Brooks Macdonald provides a seven-step process to help research the DFM market.
Business (Property) Relief
Hayley Broad continues her series of articles looking at how her firm uses this tax planning tool within the business.
Investment
Just when you think things are going one way… Murphy’s Law steps in.