Your November issue of Professional Paraplanner is now Live
28 October 2020
The November issue of Professional Paraplanner magazine is now available to download.
Are you signed up to the Professional Paraplanner website alerts? 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.
CLICK HERE to access your copy of the November magazine:
Business Property Relief: An 8-page special on BPR looking at when and how BPR may be used within financial and tax planning and with which clients it tends to resonate, including a three-page guide to all things BPR.
For our Paraplanner Profile we talk to Kim Bendall, whose new company offers paraplanning, practice management, training and consultancyWe also catch up with Jade Connolly, PP cover star in October 2015, talking to her about her career progression from paraplanner to M&A adviser
And… Rebecca Tuck talks about moving firm during the Coronavirus crisis to become a paraplanner with Paradigm Norton Financial Planning
Technical and tax
Stephen McPhillips, technical sales director, Dentons Pension Management, considers pension scheme death benefits and provides an update following the recent Supreme Court Judgment.
The Brand Financial Training team looks at tax quirks that apply to discretionary trusts.
Intelliflo’s Richard Wake looks at how technology can facilitate the suitability report writing process
Michelle Hoskin plots a course that can help firms move from the position where one or two people in isolation are making all the decisions to an entire team working for the benefit of the business
The Investment Committee
In this issue, our writers look at the structural changes in the UK due to Covid-19 and what this means for investors; whether gold can really be a long-term investment from this point onwards; and whether central bank policy has created a culture of dependency which will culminate in the breaking of the markets.
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...
Outsourced Paraplanner operation Plus Group is opening up its internal directory of provider details for paraplanners, administrators and financial...