Your February 2021 issue is now live
28 January 2021
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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
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
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
This week sees the launch of The Paraplanner Club, a new initiative devised by Siân Davies Cole and Chloe Phillips, a mentoring...
Professional Paraplanner has teamed up with Brand Financial Training to answer your questions around the exams scheduled for 2021....