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
Adding graphics and images to your reports and documentation can help you explain complex financial concepts to clients and we’ve got something to help with this.
Miss out on this discussion about inflation? No problem. Watch the replay here. Download the slides here. Useful resources 7IM’s Ben Kumar writes about the increase in interest rates to combat rising inflation. Read the article here. Read Jack Monroe’s thread … Continued
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
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
Didn’t think you’d hear from Mission Control again? Well, we are about to launch a space time capsule into orbit. This capsule will remind us and all future paraplanners of our maiden voyage to Paraplanet, all that we saw along the … Continued