28 October 2020

INCLUDING: Business Property Relief Social  Eight pages of insight into when and how BPR may be used within financial and tax planning and with which clients it tends to resonate, including a three-page guide to all things BPR.


In this issue:

Paraplanner community

For our Paraplanner Profile we talk to Kim Bendall, whose new company offers paraplanning, practice management, training and consultancyWe also catch up with Jade Connolly, PP cover star in October 2015, talking to her about her career progression from paraplanner to M&A adviser

And… Rebecca Tuck talks about moving firm during the Coronavirus crisis to become a paraplanner with Paradigm Norton Financial Planning

Technical and tax

Stephen McPhillips, technical sales director, Dentons Pension Management, considers pension scheme death benefits and provides an update following the recent Supreme Court Judgment.

The Brand Financial Training team looks at tax quirks that apply to discretionary trusts.

Intelliflo’s Richard Wake looks at how technology can facilitate the suitability report writing process


Michelle Hoskin plots a course that can help firms move from the position where one or two people in isolation are making all the decisions to an entire team working for the benefit of the business

The Investment Committee

In this issue, our writers look at the structural changes in the UK due to Covid-19 and what this means for investors; whether gold can really be a long-term investment from this point onwards; and whether central bank policy has created a culture of dependency which will culminate in the breaking of the markets.

Professional Paraplanner