MARCH 2021
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

Your February 2021 issue is now live

28 January 2021

Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection and paraplanner community news and analysis, and to keep up with the latest in our series of Technical Insight and Investment Committee Webinars, SIGN UP HERE. We issue one email a day, at 8am.

DOWNLOAD THE FEBRUARY 2021 ISSUE HERE:Professional Paraplanner February 2021

In this issue:

Viewpoint: Dan Atkinson considers a daily renewal process that can help us destress, stay safe and thrive in 2021.

Profile: Debbie Condon, founder of Intuitive Support, has been vocal about the industry’s cumbersome administration processes

Pensions tax planning

Early planning is needed around pensions at the end of an unusual tax year

Loans from Trust

Case studies showing where loans from Trust have been used to help family members achieve their financial goals

Remittance Basis of Taxation

A look at the alternative tax rules in place for those people who are UK resident with overseas income and gains but are not UK domiciled.

The Paraplanner Club

The Paraplanner Club is a mentoring initiative devised by Siân Davies Cole and Chloe Phillips and sponsored by Professional Paraplanner

Mental ‘W’health!

Michelle Hoskin used Lockdown to take Mental Health First Aider training – opening her eyes, she says

The Investment Committee

China: Going mainstream

As China’s stock market opens up, its A shares are being incorporated into mainstream indices

Which bonds for 2021?

Flexibility in the bond market will be essential this year, which is where strategic bonds may win out

Investing for Yield

The advantages of using goal-based asset allocation to construct an income portfolio

Sector: This issue we look at the value of the pound

Comments are closed.

Do NOT follow this link or you will be banned from the site!