25 October 2018
In the November issue of Professional Paraplanner, we talk to Rebecca Tuck, CISI Paraplanner of the Year 2018, about why she entered the award and how her role at Magenta Financial Planning has evolved in the past two years (and since she was our cover star in May 2017.
In Paraplanner Pointers, we highlight tips on how to deal with the interruptions to your working day, in particular when you need to get your head down and get on with a report.
Alongside our monthly TDQ Test Your Knowledge quiz, Brand Financial Training’s Catriona Standingford looks at the incidence of Powers of Attorney being tested in CII exams AF1 and J02
Our tax articles this issue look at:
• How to help clients escape the Lifetime Allowance trap, which has been catching more and more tax payers in recent years
• And in navigating the complexities of inheritance tax, what are the advantages of Business Property Relief over gifting?
Following on from Good Money week, editor Rob Kingsbury talks to Bryn Jones, manager of the Rathbone Ethical Bond Fund, about why he changed the ethical screening process and how he balances achieving ongoing positive returns with the fund’s investment philosophy.
Other investment articles include:
• Why have risk targeted multi-asset portfolios become increasingly popular with advice firms?
• What is attracting more investors to investment companies and the practicalities of using them
And in the second of a series of articles looking at the Paraplanning Standard, Michelle Hoskin outlines how the Standard Committee of financial planning professionals identified the needs the Standard had to meet.
At our Bristol Technical Insight Seminar, Rebecca Tuck, paraplanner with Magenta Financial Planning, presented on suitability reports, sharing some...
Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...
Steve Bailey, director at compliance consultancy ATEB, provides guidance on how to deal with the new requirements for reporting aggregated costs and charges...