June 2019

30 May 2019

In the June 2019 issue of Professional Paraplanner:

Paraplanner Profile

Scott Daniels, director of the PLUS Group, has grown his outsourced paraplanning business from one-man-band to 47 people. We talk to him about the challenges involved and where he is taking the company from here

Lifetime allowance planning
If your client has LTA issues, is it better to take money out of a pension pre or post age 75? Charlene Young, senior technical consultant at AJ Bell, presents a case study to illustrate the key points

SIPP property purchase
How may a SIPP avoid unnecessary potential tax charges when purchasing a property with commercial and residential elements? By splitting the title. Denton’s Stephen McPhillips explains

IHT and Gifting
Six things paraplanners need to know about gifting

Training, Development and Qualifications
A look at the taxation of UK life assurance policies with a case study example – of particular relevance to R03 and AF1 exams

Fund manager Q&A
The Gravis Infrastructure Fund combines infrastructure and income. We asked the manager William Argent about the fund’s investment strategy and what it can offer investors.

Consumers deserve and need faster pension transfer times. So, what’s holding back the industry and what can be done about it?

Can the big brands survive in a world where disruption is ever easier to achieve?

Your future is in your hands
‘When a paraplanner has achieved Chartered or Certified status, what comes next?’, asks Jacqueline Lockie, head of Financial Planning, CISI

And much more…

Professional Paraplanner