Latest from us

PS News

Conducting R(ESG)Search

As a paraplanner, there are a number of aspects you need to think about when it comes to ESG investments. Grant Callaghan, Paraplanning Techspert, Para-Sols,

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PS News

The importance of being admin

Financial administrators, client support, client liaison, parassistant, admin assistant, parapartner… whatever the job title, there’s no doubt that administrators are an integral part of any

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PS News

Frog free service

Finding your perfect match can be a long journey; you may have to kiss a lot of frogs before you find someone on your wavelength,

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PS News

Smarty Pants

The last 18 months have been tough for everyone, so we’re super proud of our team for not only powering through the immense workload, but

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Industry Insight

If I could ‘TAR-n’ back time…

In our day-to-day work as paraplanners, we regularly see recommendations in regards to surrendering investment bonds for a variety of reasons. For example, restructuring investments

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Industry Insight

Business Funding Options

Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used

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Industry Insight

Investment Pathways

What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised

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Industry Insight

A pain in the ASR’s?

We’ve heard these mentioned a lot over the last couple of years, following the introduction of Mifid II. However, any good adviser would have been

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Industry Insight

To keep or not to keep?

That seems to be the question now in relation to open-ended property funds. Our friends at Apricity summarised the main proposed changes under the Consultant

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Case Studies

The rising cost of IHT

Here at Para-Sols we’ve seen a noticeable increase in the amount of cases focusing on inheritance tax planning. In our latest blog, Simon discusses the

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Case Studies

Case study: Annuity Income

There will be a number of individuals with older pension plans, containing guaranteed annuity rates or guaranteed minimum pensions that look attractive considering the rates

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Case Studies

Case Study: Offshore Bond

Offshore Bond and use of personal allowances We came across an unusual case recently, which involved a bit of head scratching, and so we thought

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Industry Insight

If I could ‘TAR-n’ back time…

In our day-to-day work as paraplanners, we regularly see recommendations in regards to surrendering investment bonds for a variety of reasons. For example, restructuring investments

Read More »
Industry Insight

Business Funding Options

Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used

Read More »
Industry Insight

Investment Pathways

What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised

Read More »
Industry Insight

A pain in the ASR’s?

We’ve heard these mentioned a lot over the last couple of years, following the introduction of Mifid II. However, any good adviser would have been

Read More »
Industry Insight

To keep or not to keep?

That seems to be the question now in relation to open-ended property funds. Our friends at Apricity summarised the main proposed changes under the Consultant

Read More »
PS Blog Header
Industry Insight

#Project2030

We heard from our Client Relations Manager, Dwight to find out how lockdown has affected the working process at Para-Sols and the opportunity it presented

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Industry Insight

Financial Crisis

As you’ll (hopefully) be aware, the world is going through a very difficult time at present due to Covid-19 (Coronavirus). This has not only had

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Media Coverage

5 minutes with Jo Campbell…

Just how does our Director, Jo Campbell, manage our growing team of paraplanners? She spoke to Professional Paraplanner to explain all…  Click here for the

Read More »
PS News

Conducting R(ESG)Search

As a paraplanner, there are a number of aspects you need to think about when it comes to ESG investments. Grant Callaghan, Paraplanning Techspert, Para-Sols,

Read More »
PS News

The importance of being admin

Financial administrators, client support, client liaison, parassistant, admin assistant, parapartner… whatever the job title, there’s no doubt that administrators are an integral part of any

Read More »
PS News

Frog free service

Finding your perfect match can be a long journey; you may have to kiss a lot of frogs before you find someone on your wavelength,

Read More »
PS News

Smarty Pants

The last 18 months have been tough for everyone, so we’re super proud of our team for not only powering through the immense workload, but

Read More »
Industry Insight

Business Funding Options

Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used

Read More »
Industry Insight

Investment Pathways

What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised

Read More »
Industry Insight

If I could ‘TAR-n’ back time…

In our day-to-day work as paraplanners, we regularly see recommendations in regards to surrendering investment bonds for a variety of reasons. For example, restructuring investments

Read More »
Industry Insight

Business Funding Options

Now more than ever we will all be seeing clients who face challenges in funding and supporting their own business. These clients may have used

Read More »
Industry Insight

Investment Pathways

What is it? The FCA’s Investment pathways came into force this month, meaning that pension providers are now required to offer ‘investment pathways’ to non-advised

Read More »
Industry Insight

A pain in the ASR’s?

We’ve heard these mentioned a lot over the last couple of years, following the introduction of Mifid II. However, any good adviser would have been

Read More »
Industry Insight

To keep or not to keep?

That seems to be the question now in relation to open-ended property funds. Our friends at Apricity summarised the main proposed changes under the Consultant

Read More »
Media Coverage

5 minutes with Jo Campbell…

Just how does our Director, Jo Campbell, manage our growing team of paraplanners? She spoke to Professional Paraplanner to explain all…  Click here for the

Read More »
PS News

It’s Our Birthday!

On 1st June, we turned the grand age of ten! Below, our Founder and Director, Cathi, shares her reflections on the last decade… “Well –

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Reflections

Five minutes with Cathi Harrison

Our Founder & Director, Cathi, will be speaking at Money Marketing Interactive on 4th April  2019 – in the meantime, they’ve conducted an interview with her which you’ll

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Reflections

A new era

Most people associate me with Para-Sols, my original baby, and a paraplanning business that has exceeded every hope I could have ever had for it.

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