<br />
Administrator<br />
to partner<br />
Luan Mahoney, partner with<br />
Chadney Bulgin, talks about<br />
how she progressed her career<br />
from mortgage administrator<br />
to head of operations and<br />
a partner with the firm<br />
PAGE<br />
8<br />
Trusts<br />
Why advice teams need<br />
to keep on top of new<br />
registration rules<br />
Portfolio evaluation<br />
Calculating money and<br />
time weighted returns<br />
Tax Special<br />
End of year tax planning<br />
PLUS<br />
SPECIAL REPORT<br />
FROM OUR<br />
TEAM LEADER<br />
SEMINAR<br />
Themagazinefor<br />
paraplanners<br />
andfinancial<br />
technicians<br />
March2020<br />
STRATEGIC BOND FUND<br />
TOP QUARTILE PERFORMANCE<br />
OVER ONE, THREE, FIVE AND<br />
TEN YEARS WITH BOTTOM<br />
QUARTILE FEES.<br />
SEEK AND YOU SHALL FIND.<br />
With our Baillie Gifford Strategic Bond Fund (formerly known as our Corporate Bond Fund)<br />
we aim to achieve a high<a title="Professional Paraplanner March 2020 page 1" href="http://viewer.zmags.com/publication/2d732be2?page=1"> Administrator to partner Luan Mahoney, partner wi</a>
<a title="Professional Paraplanner March 2020 page 2" href="http://viewer.zmags.com/publication/2d732be2?page=2"> STRATEGIC BOND FUND TOP QUARTILE PERFORMANCE OVER</a>
<a title="Professional Paraplanner March 2020 page 3" href="http://viewer.zmags.com/publication/2d732be2?page=3"> </a>
<a title="Professional Paraplanner March 2020 page 4" href="http://viewer.zmags.com/publication/2d732be2?page=4"> </a>
<a title="Professional Paraplanner March 2020 page 5" href="http://viewer.zmags.com/publication/2d732be2?page=5"> SAVINGS YOU CAN T R U S T. Help your cl</a>
<a title="Professional Paraplanner March 2020 page 6" href="http://viewer.zmags.com/publication/2d732be2?page=6"> </a>
<a title="Professional Paraplanner March 2020 page 7" href="http://viewer.zmags.com/publication/2d732be2?page=7"> TECHNICAL INSIGHT SEMINARS 2020 – REGISTER TODAY </a>
<a title="Professional Paraplanner March 2020 page 8" href="http://viewer.zmags.com/publication/2d732be2?page=8"> Paraplanner profile ADMINISTRATOR TO PARTNER </a>
<a title="Professional Paraplanner March 2020 page 9" href="http://viewer.zmags.com/publication/2d732be2?page=9"> Follow us on Twitter @profparaplanner A gr</a>
<a title="Professional Paraplanner March 2020 page 10" href="http://viewer.zmags.com/publication/2d732be2?page=10"> Pensions UNAUTHORISED PAYMENTS Stephen McPhillips</a>
<a title="Professional Paraplanner March 2020 page 11" href="http://viewer.zmags.com/publication/2d732be2?page=11"> Follow us on Twitter @profparaplanner </a>
<a title="Professional Paraplanner March 2020 page 12" href="http://viewer.zmags.com/publication/2d732be2?page=12"> </a>
<a title="Professional Paraplanner March 2020 page 13" href="http://viewer.zmags.com/publication/2d732be2?page=13"> </a>
<a title="Professional Paraplanner March 2020 page 14" href="http://viewer.zmags.com/publication/2d732be2?page=14"> </a>
<a title="Professional Paraplanner March 2020 page 15" href="http://viewer.zmags.com/publication/2d732be2?page=15"> </a>
<a title="Professional Paraplanner March 2020 page 16" href="http://viewer.zmags.com/publication/2d732be2?page=16"> Special Report TEAM LEADER SEMINAR Professional P</a>
<a title="Professional Paraplanner March 2020 page 17" href="http://viewer.zmags.com/publication/2d732be2?page=17"> Follow us on Twitter @profparaplanner Solutions</a>
<a title="Professional Paraplanner March 2020 page 18" href="http://viewer.zmags.com/publication/2d732be2?page=18"> </a>
<a title="Professional Paraplanner March 2020 page 19" href="http://viewer.zmags.com/publication/2d732be2?page=19"> </a>
<a title="Professional Paraplanner March 2020 page 20" href="http://viewer.zmags.com/publication/2d732be2?page=20"> This dedicated section within the magazine and on</a>
<a title="Professional Paraplanner March 2020 page 21" href="http://viewer.zmags.com/publication/2d732be2?page=21"> In association with </a>
<a title="Professional Paraplanner March 2020 page 22" href="http://viewer.zmags.com/publication/2d732be2?page=22"> WHEN IS AVERAGE BETTER THAN AVERAGE? Intrigued by</a>
<a title="Professional Paraplanner March 2020 page 23" href="http://viewer.zmags.com/publication/2d732be2?page=23"> THE INVESTMENT COMMITTEE Are US equities still w</a>
<a title="Professional Paraplanner March 2020 page 24" href="http://viewer.zmags.com/publication/2d732be2?page=24"> THE INVESTMENT COMMITTEE A research note fr</a>
<a title="Professional Paraplanner March 2020 page 25" href="http://viewer.zmags.com/publication/2d732be2?page=25"> END OF YEAR TAX PLANNING SPECIAL REPORT In asso</a>
<a title="Professional Paraplanner March 2020 page 26" href="http://viewer.zmags.com/publication/2d732be2?page=26"> End of year tax planning Preparing for Tax Yea</a>
<a title="Professional Paraplanner March 2020 page 27" href="http://viewer.zmags.com/publication/2d732be2?page=27"> Follow us on Twitter @profparaplanner </a>
<a title="Professional Paraplanner March 2020 page 28" href="http://viewer.zmags.com/publication/2d732be2?page=28"> End of year tax planning Business Property Rel</a>
<a title="Professional Paraplanner March 2020 page 29" href="http://viewer.zmags.com/publication/2d732be2?page=29"> Follow us on Twitter @profparaplanner tax paid </a>
<a title="Professional Paraplanner March 2020 page 30" href="http://viewer.zmags.com/publication/2d732be2?page=30"> End of year tax planning Pension tax planning </a>
<a title="Professional Paraplanner March 2020 page 31" href="http://viewer.zmags.com/publication/2d732be2?page=31"> Follow us on Twitter @profparaplanner and make </a>
<a title="Professional Paraplanner March 2020 page 32" href="http://viewer.zmags.com/publication/2d732be2?page=32"> </a>
<a title="Professional Paraplanner March 2020 page 33" href="http://viewer.zmags.com/publication/2d732be2?page=33"> </a>
<a title="Professional Paraplanner March 2020 page 34" href="http://viewer.zmags.com/publication/2d732be2?page=34"> Data DATA DOWNLOAD Monthly facts and figures on i</a>
<a title="Professional Paraplanner March 2020 page 35" href="http://viewer.zmags.com/publication/2d732be2?page=35"> Follow us on Twitter @profparaplanner </a>
<a title="Professional Paraplanner March 2020 page 36" href="http://viewer.zmags.com/publication/2d732be2?page=36"> FOR INVESTMENT PROFESSIONALS ONLY </a>