JULY/AUGUST 2020
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

YOUR JULY/AUGUST 2020 MAGAZINE IS LIVE

1 July 2020

CLICK HERE TO ACCESS THE ISSUE ONLINE

OR DOWNLOAD IT AS A PDF:

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

Paraplanner profile

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

Viewpoint

Understanding your client’s capacity for loss

Tax

John Humphreys, IHT specialist, WAY Investment Solutions, uses a case study to illustrate the disadvantages of putting off tax planning

TDQ: Tax

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?

Pensions

Practical tips for paraplanners needing to research SSAS providers

Professional Body

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

Avoiding Waterloo

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

Comments are closed.

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