Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection and paraplanner community news and analysis, and to keep up with the latest in our series of Technical Insight and Investment Committee Webinars, SIGN UP HERE. We issue one email a day, at 8am.
CLICK HERE TO ACCESS THE FEBRUARY 2021 ISSUE: Professional Paraplanner February 2021
Waiting for you inside:
Viewpoint: Dan Atkinson considers a daily renewal process that can help us destress, stay safe and thrive in 2021.
Profile: Debbie Condon, founder of Intuitive Support, has been vocal about the industry’s cumbersome administration processes
Pensions tax planning
Early planning is needed around pensions at the end of an unusual tax year
Loans from Trust
Case studies showing where loans from Trust have been used to help family members achieve their financial goals
Remittance Basis of Taxation
A look at the alternative tax rules in place for those people who are UK resident with overseas income and gains but are not UK domiciled.
The Paraplanner Club
The Paraplanner Club is a mentoring initiative devised by Siân Davies Cole and Chloe Phillips and sponsored by Professional Paraplanner
Mental ‘W’health!
Michelle Hoskin used Lockdown to take Mental Health First Aider training – opening her eyes, she says
The Investment Committee
China: Going mainstream
As China’s stock market opens up, its A shares are being incorporated into mainstream indices
Which bonds for 2021?
Flexibility in the bond market will be essential this year, which is where strategic bonds may win out
Investing for Yield
The advantages of using goal-based asset allocation to construct an income portfolio
Sector: This issue we look at the value of the pound