28 November 2018
Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning manager, and Codie Smith, paraplanner, at Cooper Parry Wealth about how they work as ‘paraplanners’ since the firm restructured
We also asked Dan Atkinson to provide insight into how his role has changed in his move from paraplanner to head of Technical at EQ Investors
Also in this issue:
HMRC’s interpretation of death benefits in respect of IHT where a pension transfer takes place
Planning for later life care when paired with a desire to leave residual wealth to beneficiaries
Options when a client wants to exit an onshore bond in the most tax efficient manner
And insight into the questions one support team gets asked in respect of IHT and ISAs
Our TDQ (Training, Development & Qualification) regular Q&A and this issue’s article looks at the JO3 and AF2 exams.
And Michelle Hoskin describes the reaction she received from financial planners from around the world when she talked to them about the paraplanning role
Finally, our monthly Parameters survey sought your views on the potential impact of Brexit on financial planning for clients and the work of paraplanners.
Technical Insight Seminars 2019
We also announce the dates and locations of our Technical Insight Seminars 2019.
As some of our events last year were oversubscribed, now is the time to register your interest in one of the 15 locations we aim to reach next year, bringing the seminars closer to many more paraplanner around the country.
Register your interest by email to: firstname.lastname@example.org
At our Bristol Technical Insight Seminar, Rebecca Tuck, paraplanner with Magenta Financial Planning, presented on suitability reports, sharing some...
Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...
Steve Bailey, director at compliance consultancy ATEB, provides guidance on how to deal with the new requirements for reporting aggregated costs and charges...