YOUR JULY/AUGUST 2020 MAGAZINE IS LIVE
1 July 2020
CLICK HERE TO ACCESS THE ISSUE ONLINE
Inside our biggest issue yet you’ll find:
All the winners from our 2020 AWARD
The Paraplanner Awards
Winners of the six Paraplanner awards including interviews
The Provider Awards
The companies nominated by you as the best in their category
Editor Rob Kingsbury talks to Alistair Cartwright, winner of this year’s Paraplanner of the Year (in-house) award, about being promoted, his views on paraplanning and studying beyond the usual qualifications
Understanding your client’s capacity for loss
John Humphreys, IHT specialist, WAY Investment Solutions, uses a case study to illustrate the disadvantages of putting off tax planning
A look at the tax position of self-employed taxpayers whose income is affected by the Coronavirus lockdown
Being a happy human
Will we enter the ‘new normal’ able to feel better about ourselves or will we revert to our old ways?
Practical tips for paraplanners needing to research SSAS providers
A book on resilience has Jacqueline Lockie, head of Financial Planning, CISI, re-assessing motivation and what it means for paraplanners.
The Investment Committee
Sector considerations: Correlation
Crunching the numbers in respect of correlation of asset classes during the C-19 crisis
Where next for income?
Charles Luke, Aberdeen Standard Investments, considers income investing during the current pandemic and what is affecting the market outlook
Current corporate bond markets offer rare opportunities but managers warn there will be clear winners and losers in the sector
PLUS our regulars: Test your Knowledge, Parameters, data download and CPD
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...