YOUR MARCH 2020 MAGAZINE IS LIVE
26 February 2020
VIEW YOUR MAGAZINE ONLINE HERE
OR AS A PDF HERE: PP_March_2020
What you’ll find inside this issue:
Luan Mahoney tells Rob Kingsbury how she progressed her career from mortgage administrator to head of operations and a partner with Chadney Bulgin
Insights from the recent Professional Paraplanner Team Leader Seminar
TAX SPECIAL: End-of-year tax planning
Preparing for Tax Year End
Paraplanners talk about the increased workload, how they tackle last minute demands and share their top tips for staying in control.
Business Property Relief
Business Property Relief is helping advice firms to unlock estate planning opportunities, says Paul Latham, Octopus Investments
Pension tax planning
Which clients do you need to focus on at this busy time running up to the end of the tax year?
TECHNICAL & PRACTICAL
Denton’s Stephen McPhillips, looks at unauthorised payments from registered pensions schemes that are SIPPs or SSAS
Trust registration deadlines are changing and paraplanners need to know about them
Portfolio performance evaluation
Use of money-weighted and time-weighted rate of return measurements when evaluating performance of an investment portfolio
Ensuring business owners have the right insurance protection in place not just for their personal circumstances, but also for their business, can be a valuable part of their financial planning, says Scottish Widows’ Chris Dunne
Natalie Bell, co-founder & director of The Art of Finance, on finding and keeping good people
This issue we asked you about pension tax relief
Recruitment rights and wrongs
How do you ensure you employ the right paraplanner for the role? Michelle Hoskin looks at where firms get it right – and wrong
What are goals’, ‘objectives’, ‘strategy’ and ‘tactics’ and how do you use them? Robert Harper, PFS Paraplanner Panel member considers this question in relation to client portfolios
THE INVESTMENT COMMITTEE
When is average better than average? Simon Evan-Cook, senior investment manager, Premier Miton Investors, uses the body size of 1940s US Airforce pilots to explain.
Are US equities still worth the risk? Darius McDermott, managing director, FundCalibre looks at the pressures on the US economy and markets
ATEB Consulting’s Steve Bailey looks at how the FCA’s view of suitability and what that means in practice for...
Paraplanners who have been furloughed and are concerned that their company will not have a job for them should...
The Supreme Court has ruled that a pension transfer made in ill health should not be subject to inheritance...