As always, we have some great features lined up for you in this issue:
Paraplanner Profile
Neil Clarke of Montfort International, says dealing with the complexities of helping clients move their finances overseas is the most satisfying job of his 25-year career in financial and insurance services.
Crowdfunding
The Innovative Finance ISA launches in April. But where do they sit on the ISA tree, and what can clients hold in them? Crowdfunding debt is one option.
Paraplanning Standard
PP cover star Jenny Ryan volunteered to be on the Paraplanning Standard committee. In this issue’s Viewpoint, she tells why and what she believes the Standard can do for paraplanning as a profession.
Technical
Our technical articles this issue look at
• Flexible trusts and how they are often undervalued when dealing with IHT and LTC issues
• The imminent introduction of the Residential Nil Rate Band; we profile a tax case study of just when and where it applies and the pitfalls to look out for
• The issues arising from ownership of non-standard assets in a SIPP.
Comment
Plus, the CISI’s Campbell Edgar tells how a paraplanner in his firm stopped a costly scam from robbing a client of tens of thousands of pounds