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.
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:
Good paraplanners can find they become swamped with additional tasks. If this is you, then it’s time get things back in order
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.
Business relief can be a powerful estate planning tool
Global dividends have almost doubled in a decade, which is good news for investors seeking income
Gin mixers and chocolate, two good reasons to invest in small caps
The Woodford fund news highlighted the need to look deeper under the bonnet when researching, says Jacqueline Lockie, head of Financial Planning, CISI
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Lee Old, director, Antony George Recruitment, provides some tips for tackling your annual review meeting. The answer to this question...
Kim Bendall has launched her own firm, Go Paraplanning, and is looking to provide tailor-made support services to new...