OR DOWNLOAD IT AS A PDF HERE: PP_OCT 2019
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
Dan Atkinson considers retirement planning and asks: Do we really know what our clients want?
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
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
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
Catriona Brand considers the use of deeds of variation vs disclaimers in post-death planning
We highlight some of the discussion points from this year’s Paraplanners’ Powwow
NEW SECTION: The Investment Committee
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.
Darius McDermott, managing director, FundCalibre looks at the Absolute Returns sector and asks whether these funds can finally prove their worth.
Mike Fox, head of Sustainable Investments at Royal London Asset Management, describes the sustainable investing landscape and demystifies the terminology
Globalisation today is profoundly different to the past, argues Govinda Finn, Japan and developed Asia economist, Aberdeen Standard Investments