FE Analytics is one of the most popular tools in the paraplanning community, so we are happy to be joined one of the FE team to explore some of its features.
Learning objectives
In this session we covered…
- How to build a portfolio
- The importance of setting portfolio weighting dates
- Aligning portfolio asset mix to suggested allocation
- Representing cash in analysis and portfolios
- Ex-ante costs and charges calculator
- Account admin
For paraplanners who are want to build an intermediate knowledge of investment bonds and how they work.
Learning objectives
In this session we covered…
- Part surrenders vs full surrenders
- Tax due dates
- Combining part and full surrenders
- Policy years and tax years
- Deficiency relief
- Loss of personal allowance
- Recent Court rulings on ‘disproportionate’ cases
- Personal portfolio bonds
- Assignments
- Loans
Explore the latest financial planning issues that paraplanners should be considering with regards to later life planning. We’ll also share some of the useful resources the Powwow community have uncovered on care fees planning and support.
Learning objectives
In this session we covered…
- Later life planning
- Useful resources
The ins and outs of investment research
Learning objectives
In this session we covered…
- How to read a long scan from FE Analytics. We’ve all looked at them but what does it all mean and what can we do with it?
- How to research a fund
- How to start building an investment policy statement
A review of the different approaches taken by platforms to showing charges
Learning objectives
In this session we covered…
- The key points from the lang cat research of what the main platforms are doing – which you can read here (and we really recommend you read it before the Howwow)
- Discuss the level of control for adviser/paraplanner to determine when statements are run and sent
- What content is in them and how is it presented (we’ll be looking at some real examples)
- What happens if a client has assets on different platforms
- Impact on client relationships
- What the press are likely to say about it
A deep dive into the suitability requirements introduced by MiFID II
Learning objectives
In this session we covered…
- Changes in the nature and timing of suitability reports
- When they’re needed (not just with a new product)
- Periodic assessment of suitability
- Replacement business and costs
- Client understanding vs risk warnings
- Use of appendices and enclosures
Business Property Relief (BPR) is a well-established investment incentive and estate planning tool so we’ll take a closer look at BPR-qualifying investments and how they can complement other inheritance tax planning strategies.
Learning objectives
In this session we covered…
- The types of clients who could benefit from BPR-qualifying investments
- Researching the right provider for your client
- Due diligence
A chat with some of the Australian paraplanning community. We’ll be looking at the state of paraplanning in each country and what we can learn from each other.
Learning objectives
In this session we covered…
- What does being a paraplanner mean in both countries
- Professional bodies, exams, CPD, awards and minimum standards
- Software and report production
- Supply and demand (inc outsourcing)
- Why the Powwow was set up and is there anything like it in Australia?
- Offshoring, AI and the ‘threat’ of robo-paraplanners
- What we think the future looks like
For many clients, trusts will be the backbone of their estate planning. In this session we explore how trusts can be used effectively in estate planning.
Learning objectives
In this session we covered…
- How different types of trusts work, and how they fit with clients’ needs.
- Using trusts and Business Property Relief together.
Exploring three of the most popular estate planning strategies – gifting, trusts and business property relief.
Learning objectives
In this session we covered…
- The pros and cons of gifting, trusts and business property relief.
- The broader inheritance tax landscape, including recent legislation changes like the residence nil-rate band.
- Three planning scenarios where taking a holistic approach worked out best for clients.