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May 2019 Issue Out Now

24 April 2019

In your May issue of Professional Paraplanner – Click here to read 

Kat Mock talks to Rob Kingsbury about starting up her new outsourced business, Unity Paraplanning, and the challenges and practicalities involved

Dan Atkinson, head of Technical at EQ Investors, looks at recent academic research from the Centre for Ageing Better and how it can be applied to paraplanning

John Humphreys, Inheritance Tax specialist at WAY Investment Services, demonstrates how two families with the same value of estate might choose different strategies to plan for IHT

Catriona Standingford, managing director of Brand Financial Training, looks at the similarities and differences between the CII’s AF5 and R06 written financial planning papers and what to expect from each

Parmenion’s Patrick Ingram delves into longevity and explains why paraplanners need to look beyond ONS figures when undertaking clients’ retirement planning

Sarah Atkinson, training manager, IRESS, reveals how technology can make a difference to the client experience by enabling that personal touch

Darius McDermott, managing director, FundCalibre examines Emerging Market debt, an asset with obvious risks but with much to offer

And Jacqueline Lockie, head of Financial Planning, CISI, considers how client views on managing money are not always aligned with reality

Professional Paraplanner