25 November 2020

INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can be used as a powerful planning tool for clients in a variety of different scenarios, a Q&A on VCTs and their importance in supporting UK smaller businesses, and we talk to paraplanners about when and how they use VCTs and with which clients.


In this issue:

Paraplanner community

In this issue’s Paraplanner Profile, Aishling Costello, paraplanner with Fidelius, tells Rob Kingsbury how getting involved, asking questions and stepping outside her comfort zone is the way she has progressed her knowledge and experience of paraplanning

Dan Atkinson, head of Technical, Paradigm Norton Financial Planning reflects on an unprecedented year and what it has taught him

Rob Kingsbury catches up with Blake Ellis, PP cover star in October 2018 and now director and technical paraplanner at outsourced firm Prudent Paraplanning

And focusing on motivation, Michelle Hoskin, managing director of Standards International asks what personal development positives have been learned in 2020 which can be carried forward into the New Year?

Technical and tax

We ask John Calverley, chief economist of newly launched investment support firm Tricio Investment Advisors, why he believes there are five reasons to be worried about inflation

The Brand Financial Training team examine the High Income Child Benefit Charge, focussing on the detail that can see families become liable to pay this charge and options to help avoid it.

The Investment Committee

In this issue, our writers look at:

  • How investing in renewable energy can combine financial returns with positive impact
  • Three investment areas which could prove interesting in 2021
  • Why ESG research, engagement and analysis puts it at the pinnacle of active investing, according to one proponent
  • And our sector analysis looks at why separating the wheat from the chaff when investing in small-cap funds has never been as important as it is today

Professional Paraplanner