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<br /> Later life care Pension<br /> planning transfers<br /> Using flexible HMRC’s<br /> reversionary interpretation of<br /> interest trusts death benefits<br /> Themagazinefor<br /> paraplanners<br /> andfinancial<br /> technicians<br /> December 2018<br /> What do I do? IHT and<br /> Dan Atkinson ISAs<br /> provides insight Q&A on how<br /> into his role as inheritance tax<br /> head of Technical works with ISAs<br /> New way of working PLUS:<br /> TDQ: WHAT<br /> Chetan Ravalia and Codie Smith of Cooper Parry Wealth, JO3 AND AF2 HAVE<br /> talk about how their paraplanning roles have changed as<br /> part of the firm’s new operational structure IN COMMON<br /> BAILLIE GIFFORD MANAGED FUND<br /> A PRACTICAL ONE-STOP<br /> SHOP AT A CONSPICUOUSLY<br /> LOW COST — THE ONGOING<br /> CHARGE IS JUST 0.43%*.<br /> THINK OF IT AS<br /> A O<a title="Professional Paraplanner December 2018 page 1" href="http://viewer.zmags.com/publication/2bafbbe9?page=1"> Later life care Pension planning tra</a> <a title="Professional Paraplanner December 2018 page 2" href="http://viewer.zmags.com/publication/2bafbbe9?page=2"> BAILLIE GIFFORD MANAGED FUND A PRACTICAL ONE-STOP</a> <a title="Professional Paraplanner December 2018 page 3" href="http://viewer.zmags.com/publication/2bafbbe9?page=3"> </a> <a title="Professional Paraplanner December 2018 page 4" href="http://viewer.zmags.com/publication/2bafbbe9?page=4"> </a> <a title="Professional Paraplanner December 2018 page 5" href="http://viewer.zmags.com/publication/2bafbbe9?page=5"> Summit. 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Dan Atkinson provides in</a> <a title="Professional Paraplanner December 2018 page 11" href="http://viewer.zmags.com/publication/2bafbbe9?page=11"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner December 2018 page 12" href="http://viewer.zmags.com/publication/2bafbbe9?page=12"> TECHNICAL INSIGHT SEMINARS 2019 Following on fro</a> <a title="Professional Paraplanner December 2018 page 13" href="http://viewer.zmags.com/publication/2bafbbe9?page=13"> </a> <a title="Professional Paraplanner December 2018 page 14" href="http://viewer.zmags.com/publication/2bafbbe9?page=14"> TDQ BUSINESS: JO3 AND AF2 Are you interested in </a> <a title="Professional Paraplanner December 2018 page 15" href="http://viewer.zmags.com/publication/2bafbbe9?page=15"> Follow us on Twitter @profparaplanner parties e</a> <a title="Professional Paraplanner December 2018 page 16" href="http://viewer.zmags.com/publication/2bafbbe9?page=16"> Survey PARA-METERS Our monthly paraplanner survey</a> <a title="Professional Paraplanner December 2018 page 17" href="http://viewer.zmags.com/publication/2bafbbe9?page=17"> BRINGING </a> <a title="Professional Paraplanner December 2018 page 18" href="http://viewer.zmags.com/publication/2bafbbe9?page=18"> Professional development THE STANDARD UNCOVERED </a> <a title="Professional Paraplanner December 2018 page 19" href="http://viewer.zmags.com/publication/2bafbbe9?page=19"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner December 2018 page 20" href="http://viewer.zmags.com/publication/2bafbbe9?page=20"> Tax planning HOW TO EXIT A BOND Kim Jarvis, tech</a> <a title="Professional Paraplanner December 2018 page 21" href="http://viewer.zmags.com/publication/2bafbbe9?page=21"> Follow us on Twitter @profparaplanner 5% allowa</a> <a title="Professional Paraplanner December 2018 page 22" href="http://viewer.zmags.com/publication/2bafbbe9?page=22"> Planning FUTURE NEEDS John Humphreys, inheritanc</a> <a title="Professional Paraplanner December 2018 page 23" href="http://viewer.zmags.com/publication/2bafbbe9?page=23"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner December 2018 page 24" href="http://viewer.zmags.com/publication/2bafbbe9?page=24"> Technology CONNECTED WORLD Increasingly, a goo</a> <a title="Professional Paraplanner December 2018 page 25" href="http://viewer.zmags.com/publication/2bafbbe9?page=25"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner December 2018 page 26" href="http://viewer.zmags.com/publication/2bafbbe9?page=26"> Pensions DEATH, TAXES AND PENSIONS Martin Tilley</a> <a title="Professional Paraplanner December 2018 page 27" href="http://viewer.zmags.com/publication/2bafbbe9?page=27"> Follow us on Twitter @profparaplanner in ill he</a> <a title="Professional Paraplanner December 2018 page 28" href="http://viewer.zmags.com/publication/2bafbbe9?page=28"> Investment DEFENSIVE ACTION Darius McDermott</a> <a title="Professional Paraplanner December 2018 page 29" href="http://viewer.zmags.com/publication/2bafbbe9?page=29"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner December 2018 page 30" href="http://viewer.zmags.com/publication/2bafbbe9?page=30"> Tax planning IHT AND ISAS Paul Latham, managing </a> <a title="Professional Paraplanner December 2018 page 31" href="http://viewer.zmags.com/publication/2bafbbe9?page=31"> Follow us on Twitter @profparaplanner </a> <a title="Professional Paraplanner December 2018 page 32" href="http://viewer.zmags.com/publication/2bafbbe9?page=32"> </a> <a title="Professional Paraplanner December 2018 page 33" href="http://viewer.zmags.com/publication/2bafbbe9?page=33"> CPD CONTINUING PROFESSIONAL DEVELOPMENT VERIFI</a> <a title="Professional Paraplanner December 2018 page 34" href="http://viewer.zmags.com/publication/2bafbbe9?page=34"> Data DATA DOWNLOAD Monthly facts and figures on i</a> <a title="Professional Paraplanner December 2018 page 35" href="http://viewer.zmags.com/publication/2bafbbe9?page=35"> Follow us on Twitter @profparaplanner Data p</a> <a title="Professional Paraplanner December 2018 page 36" href="http://viewer.zmags.com/publication/2bafbbe9?page=36"> FOR PROFESSIONAL ADVISERS ONLY Income & growth f</a>