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
With numerous property tax changes already in place (and more due in 2020/21), there are a number of opportunities...
You need to know the difference between execution-only and non-advised sales and what client instructions can be enacted under...
ATEB Consulting’s Steve Bailey analyses a recently delivered FCA speech on the suitability of advice and highlights key points advice firms should take...