Resources: Introduction to guaranteed income

From time to time, we like to cover topics that may not be something that Paraplanners come across every day but would still benefit from knowing about. This is one of those topics. Many Paraplanners may never have  worked on … Continued

Paraplanning for couples

Miss out on this discussion about paraplanning for couples? No problem. Watch the replay here. Download the slides here. Useful links Kings College London: Financial advisers’ gender affects their advice to clients. The lang cat live videos

Intergenerational planning: A Paraplanners Guide

In this Online Assembly, we discussed the implications of intergenerational planning paraplanners should be aware of. The topics we covered included: Gifting during life vs gifts made after death Access and control Using the right tax wrappers Trusts Investment strategies … Continued