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OUR JULY/AUGUST ISSUE IS LIVE

27 June 2019

Welcome to the AWARDS 2019 issue of Professional Paraplanner

15-pages of Awards coverage, including interviews with the winners of the six Paraplanner Awards and selected winners of the Provider awards.

CLICK HERE TO GO TO THE MAGAZINE

For our Paraplanner Profile, Rob Kingsbury talked to New Paraplanner of the Year 2019award winner Alana Quinn, who tells how since joining Murphy Wealth, alongside paraplanning, she has been encouraged to use her initiative and take responsibility for key projects within the firm

Also in this issue:

Time management

Good paraplanners can find they become swamped with additional tasks. If this is you, then it’s time get things back in order

Viewpoint

Sometimes we need to step back from the job we do and take in the bigger picture, says Dan Atkinson, head of Technical, EQ Investors

TDQ: Taxation of Trusts

A look at taxation of Bare Trusts, Interest in Possession (IIP) Trusts and Discretionary Trusts.

Estate planning

Business relief can be a powerful estate planning tool

Investment

Global dividends have almost doubled in a decade, which is good news for investors seeking income

Investment

Gin mixers and chocolate, two good reasons to invest in small caps

Professional body

The Woodford fund news highlighted the need to look deeper under the bonnet when researching, says Jacqueline Lockie, head of Financial Planning, CISI

 

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