July/Aug 2019

27 June 2019

Welcome to the AWARDS 2019 issue of Professional Paraplanner

15-pages of Awards coverage including interviews with the winners of the six Paraplanner Awards


For our Paraplanner Profile, Rob Kingsbury talked to New Paraplanner of the Year 2019 award winner Alana Quinn, who tells how since joining Murphy Wealth, alongside paraplanning, she has been encouraged to use her initiative and take responsibility for key projects within the firm.

Also in this issue:

Time management
Good paraplanners can find they become swamped with additional tasks. If this is you, then it’s time get things back in order

Sometimes we need to step back from the job we do and take in the bigger picture, says Dan Atkinson, head of Technical, EQ Investors

TDQ: Taxation of Trusts
A look at taxation of Bare Trusts, Interest in Possession (IIP) Trusts and Discretionary Trusts.

Estate planning
Business relief can be a powerful estate planning tool

Global dividends have almost doubled in a decade, which is good news for investors seeking income

Gin mixers and chocolate, two good reasons to invest in small caps

Professional body
The Woodford fund news highlighted the need to look deeper under the bonnet when researching, says Jacqueline Lockie, head of Financial Planning, CISI

Professional Paraplanner