Long Term Care Parts 1, 2 and 3
All the information, links and resources to support our series of three online Assemblies on long term care in June 2022 and featuring Graham Duffy of Just.
News
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
They say a picture paints a thousand words…
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.
Inflation and what every Paraplanner should know about it
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
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