Access your MAY 2022 issue: Professional Paraplanner_May 2022
In your May 2022 issue:
Planning for the future
Rob Kingsbury spoke to Hugh Johnson, head of Proposition Delivery, Sanlam UK, on building a hybrid advice service and what it means for the paraplanning team
Tackling R03 income tax calculation questions
Jeff Scholes, director from BTS, walks through how to use a process approach to answering an R03 Personal Taxation exam question
Dan Atkinson
Should paraplanners be pragmatists or perfectionists?
Spot the difference
What are the main differences when moving to an outsourced paraplanning firm from in-house paraplanner role? Sasha Wakefield provides insights from her own experience
Pensions and divorce
A look at the practicalities of planning around pensions sharing when dealing with clients looking to divorce
Consumer Duty
The LIBF’s Richard Cooper looks at the implications of the new Consumer Duty and in particular, the impact on advice firms’ communications
Bare trusts
What is a bare trust? And where and how should this type of trust be used?
Business Relief
There’s a key point missing from the advice most IFAs are giving on business relief – and it could be costly, says Ben Mason, CEO of Kinherit
Your global superpower!
While the majority of the UK has embraced the value and contribution made by paraplanners, many pockets of the sector globally have yet to catch up, says Michelle Hoskin
THE INVESTMENT COMMITTEE
How ESG is EV?
Fund managers can help the car industry go greener faster. Andrew Mason, stewardship director, abrdn and Kathleen Dewandeleer, stewardship manager, abrdn, explain
Market sector
How can investors crack China’s unbreakable code? Darius McDermott, managing director, Fund Calibre takes a view