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Best regards
Zmags
Administrator
to partner
Luan Mahoney, partner with
Chadney Bulgin, talks about
how she progressed her career
from mortgage administrator
to head of operations and
a partner with the firm
PAGE
8
Trusts
Why advice teams need
to keep on top of new
registration rules
Portfolio evaluation
Calculating money and
time weighted returns
Tax Special
End of year tax planning
PLUS
SPECIAL REPORT
FROM OUR
TEAM LEADER
SEMINAR
Themagazinefor
paraplanners
andfinancial
technicians
March2020
STRATEGIC BOND FUND
TOP QUARTILE PERFORMANCE
OVER ONE, THREE, FIVE AND
TEN YEARS WITH BOTTOM
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SEEK AND YOU SHALL FIND.
With our Baillie Gifford Strategic Bond Fund (formerly known as our Corporate Bond Fund)
we aim to achieve a high
Administrator to partner Luan Mahoney, partner wi
STRATEGIC BOND FUND TOP QUARTILE PERFORMANCE OVER
SAVINGS YOU CAN T R U S T. Help your cl
TECHNICAL INSIGHT SEMINARS 2020 – REGISTER TODAY
Paraplanner profile ADMINISTRATOR TO PARTNER
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Pensions UNAUTHORISED PAYMENTS Stephen McPhillips
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Special Report TEAM LEADER SEMINAR Professional P
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WHEN IS AVERAGE BETTER THAN AVERAGE? Intrigued by
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END OF YEAR TAX PLANNING SPECIAL REPORT In asso
End of year tax planning Preparing for Tax Yea
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