May 2022

27 April 2022

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


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


Professional Paraplanner