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May 2018

26 April 2018

Welcome to the May 2018 issue of Professional Paraplanner

In a few days we head out for the first of 11 Technical Insight Seminars around the country, starting in Woodbury Park, Exeter. I’m looking forward to meeting faces familiar and new at our events. If you would like to come to Woodbury there are a couple of places left so get in contact with our events team at info@researchinfinance.co.uk.
You can find out more about the events on pages 14-15 of our May issue.

ALSO in this issue of the magazine:

Paraplanner profile
Rebecca Lucas talks to Rob Kingsbury about setting up outsourced firm Lime Paraplanning, and the challenges she has faced over the past five years

Business Relief
The benefits and drawbacks of using Business Relief in inheritance tax planning

Tax and VCTs
Five top tips to consider when choosing a VCT

Compliance
Cathi Harrison, managing director of Para-Sols set up her new company Apricity to change the way compliance support is delivered for advisers and paraplanners, she tells Rob Kingsbury

Five Minutes with…
For this issue’s Q&A we talked to Martin Tilley, director of Technical Services for Dentons Pensions

Software insight
In a first in a series of articles into back-office and CRM software, Sara Row, senior solutions consultant, IRESS, explores some of the capability of XPLAN

AND for those of you taking exams over the summer

Training, Development and Qualifications
Test your knowledge in preparation for this summer’s CII exams.

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