MARCH 2020

26 February 2020


OR AS A PDF HERE: PP_March_2020

What you’ll find  inside this issue:

Paraplanner profile

Luan Mahoney tells Rob Kingsbury how she progressed her career from mortgage administrator to head of operations and a partner with Chadney Bulgin


Insights from the recent Professional Paraplanner Team Leader Seminar

TAX SPECIAL: End-of-year tax planning

Preparing for Tax Year End
Paraplanners talk about the increased workload, how they tackle last minute demands and share their top tips for staying in control.

Business Property Relief
Business Property Relief is helping advice firms to unlock estate planning opportunities, says Paul Latham, Octopus Investments

Pension tax planning
Which clients do you need to focus on at this busy time running up to the end of the tax year?


Denton’s Stephen McPhillips, looks at unauthorised payments from registered pensions schemes that are SIPPs or SSAS

Trust registration deadlines are changing and paraplanners need to know about them

Portfolio performance evaluation
Use of money-weighted and time-weighted rate of return measurements when evaluating performance of an investment portfolio

Business Protection
Ensuring business owners have the right insurance protection in place not just for their personal circumstances, but also for their business, can be a valuable part of their financial planning, says Scottish Widows’ Chris Dunne

Natalie Bell, co-founder & director of The Art of Finance, on finding and keeping good people

This issue we asked you about pension tax relief

Recruitment rights and wrongs
How do you ensure you employ the right paraplanner for the role? Michelle Hoskin looks at where firms get it right – and wrong

Professional comment
What are goals’, ‘objectives’, ‘strategy’ and ‘tactics’ and how do you use them? Robert Harper, PFS Paraplanner Panel member considers this question in relation to client portfolios


Average performance
When is average better than average? Simon Evan-Cook, senior investment manager, Premier Miton Investors, uses the body size of 1940s US Airforce pilots to explain.

Are US equities still worth the risk? Darius McDermott, managing director, FundCalibre looks at the pressures on the US economy and markets


Professional Paraplanner