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UK smaller companies: A once in a very long time opportunity
18 May 2024
AKG: Helping paraplanners conduct reliable due diligence
12 March 2024
Paraplanner profile: From paraplanner mentee to mentor
19 February 2024
Paraplanner profile: Kate Morris, Paradigm Norton
16 February 2023
ETF fundamentals: A quick dive into this asset class
14 May 2024
Grading HMRC on LTA abolition
11 May 2024
Top slicing relief for bonds taxation explained
25 July 2022
Is your firm giving you enough training and support?
10 reasons why paraplanning and paraplanners are the absolute best
13 May 2024
How long to achieve the Level 4 Diploma?
11 December 2022
Paraplanner – Up to £50,000 – flexible hybrid approach – open holidays – wellbeing
London (Central)
Paraplanner/Financial Planner – Paradigm Norton – flexible hours – hybrid role
Remote
Awards 2023
15 August 2023
DECEMBER 2022
23 November 2022
NOVEMBER 2022
16 November 2022
What paraplanners are saying about this year’s Technical Insight Seminars
17 May 2024
See our technical insight experts in Belfast: 8 May
29 April 2024
Join us in Cardiff and Belfast for technical insights into LTA, tax planning, studying, trust work and more
18 April 2024
Mental health and me
8 October 2020
...knitting, painting, singing or dancing works the other side of your brain and gives you something else to concentrate on, thereby providing respite. Classical Music: Music...
FCA takes action to protect investors from crypto
7 October 2020
...that most won’t grasp just how volatile they are. “But the real danger is not the investments themselves, but the network of scammers and get-rich-quick merchants...
Property investing: ‘reliable’ income over ‘unreliable’ yield
...shareholders was erased when the company entered administration. This example reinforces the potential danger of chasing dividend yield stocks Norris says. “Over the past decade investors...
Paraplanner development: Writing a white paper
5 October 2020
Paraplanners are well positioned to become involved in other aspects of the firms they work for, argues Dan Atkinson. Writing white papers is one example, being...
IHT planning with a power of attorney
4 October 2020
...paraplanner Aidan researches investments that are expected to qualify for Business Property Relief (BPR) from inheritance tax. This, he explains, would take the form of a...
DB transfers drop off as regulation and insurance costs bite
1 October 2020
...market, the danger is that people for whom a DB transfer would be the right move will now be unable to access the advice they need.”...
Your October 2020 issue of Professional Paraplanner is now live
23 September 2020
...health issues and provides practical advice for individuals and for employers in understanding and dealing with the issues that can arise White paper writing Recently, Dan...
Do your clients’ children know about their CTFs?
12 September 2020
...receive a lump sum should consider investing their money, with the MSCI World Index returning 9.18% since CTFs launched in 2002, compared to a 2.08% return for cash....
Highly leveraged REITs warning
...much leverage, should serve as a clear warning of the dangers of high leverage. Meanwhile, Hammerson, the owner of 20 flagship European shopping centres, which reported...