OCTOBER 2019
OR DOWNLOAD IT AS A PDF HERE: PP_OCT 2019
Paraplanner Profile
Rob Kingsbury talks to Ashley Wiltshire, owner of Wiltshire Paraplanning, about how she set up and runs her outsourced paraplanning firm and her imminent move to the United States
Viewpoint
Dan Atkinson considers retirement planning and asks: Do we really know what our clients want?
Comment
Jacqueline Lockie, head of Financial Planning, CISI, considers how our identity changes when we retire and what this means for paraplanners putting together a financial plan
Tax
While the answer to the question ‘would you rather all your money was taxed or just the growth?’ is a simple one, often clients take the opposite action, says Les Cameron, head of Technical, Prudentia
Pensions head-to-head
Given increased regulation, governance and the potential repercussions of court cases to deal with, we asked two industry practitioners: Can smaller SIPP providers survive?
Buy-to-let tax traps
The government is making life increasingly complicated for private landlords. Paraplanners now need to be wary of a number of potential tax traps when working with clients with second properties
Post-death planning
Catriona Brand considers the use of deeds of variation vs disclaimers in post-death planning
Powwow 2019
We highlight some of the discussion points from this year’s Paraplanners’ Powwow
NEW SECTION: The Investment Committee
Paraplanner viewpoint
Rob Kingsbury speaks with Martin Green, paraplanning manager at Chadney Bulgin, about being a member of the firm’s Investment Committee and what it entails.
Absolute Returns
Darius McDermott, managing director, FundCalibre looks at the Absolute Returns sector and asks whether these funds can finally prove their worth.
Sustainable investing
Mike Fox, head of Sustainable Investments at Royal London Asset Management, describes the sustainable investing landscape and demystifies the terminology
Globalisation
Globalisation today is profoundly different to the past, argues Govinda Finn, Japan and developed Asia economist, Aberdeen Standard Investments