Marc Carpenter, Chartered Financial Planner

Do you know someone who could benefit from expert paraplanning services? By referring a client to us, you'll gain rewards for yourself. As paraplanners, we handle all the technical aspects of financial planning, freeing you up to focus on building relationships and growing your business. Contact us today to learn more about our referral program and how we can help you succeed. #financialadvisor #paraplanner #referral #financialplanning

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🛑 Urgent reminder for UK Small Business Owners, Landlords and High Earners! 🛑 Register online for self assessment by 5 October if you have to file a tax return for the tax year ended 5 April 2024, and you have not filed one before. See the link in the comment to read more about other important tax and accounting deadlines for your business. #selfassessment #uktax #accountant

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Outsourcing paraplanning allows you to focus on what truly matters – delivering quality advice to your clients. Here's why financial advisers are choosing us: 👉 Efficiency – Get FCA-compliant reports without the hassle. 👉 Flexibility – Scale up or down based on your needs. 👉 Expertise – Access highly experienced paraplanners whenever you need. Why juggle admin and reports when you can spend more time building your business? Let us lighten the load. Contact us today to discuss how we can support your practice! #financialadviser #paraplanningsupport #businessgrowth #outsourcedservices #financialservices

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Are you a financial adviser struggling to keep up with your workload? Do you find yourself spending more time on administrative tasks than on advising your clients? If so, it's time to consider utilising paraplanning services. Paraplanners can handle a wide range of tasks, including: 👉 Conducting research and analysis 👉 Preparing financial plans and reports 👉 Completing compliance paperwork 👉 Providing technical support By delegating these tasks to a paraplanner, you can free up your time to focus on what you do best: advising your clients. Contact us today to learn more about how paraplanning can benefit your business. #financialadviser #paraplanning #efficiency #clientservice #compliance #business #sjp

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Do you know what your current broker commission fee is? Curious about your broker's commission? You should be! We're confident that we can beat their current rate of commission. Join the 1% club. ➡ bossassetfinance.co.uk #Commission #AssetFinance #BrokerFees #OnePercentClub #transparency

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Do you know what your current broker commission fee is? Curious about your broker's commission? You should be! We're confident that we can beat their current rate of commission. Join the 1% club. ➡ bossassetfinance.co.uk #Commission #AssetFinance #BrokerFees #OnePercentClub #transparency

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Dive into the latest insights from Edward Backhouse FPFS as he breaks down the pros and cons of Pensions vs Lifetime ISAs. Whether you’re planning for retirement or exploring your savings options, this comprehensive guide has got you covered. In this blog, Edward covers everything you need to know about pensions and lifetime ISAs and gives tips on workplace pensions. He also discusses the limits on how much you can contribute to your pension and offers tips on maximising your savings. Don’t miss out on this valuable read! Click here to read: https://lnkd.in/eWjgC8yX #RetirementPlanning #Pensions #LifetimeISAs

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The Fourth Edition of the Technical Guide to Business Relief launched today. The hugely popular guide is for financial advisers and paraplanners and is backed by a wealth of in-depth research. Written in collaboration with several thought leaders, the guide is a fantastic resource for all things Inheritance Tax planning.   Published by Intelligent Partnership, the guide is full of insight, planning scenarios and expert commentary on the pivotal role Business Relief plays in Inheritance Tax planning.   Download the guide: https://lnkd.in/ee5Meq-4   #BusinessRelief #IHTPlanning #CPD

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We are delighted to announce the release of the highly-anticipated fourth edition of ‘A Technical Guide to Business Relief’, in partnership with TIME Investments. An absolute must-have resource for all those considering their estate planning needs and to get to grips with using BR products. This guide delves into the latest rules, market drivers, and technical insights from several experts and thought leaders in the sector. Plus, discover more on how Consumer Duty now plays a focal part when considering BR for your client base. #BusinessRelief #IHT #EstatePlanning #ConsumerDuty

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Discover the benefits of consolidating your pensions with expert advice from our Independent Financial Advisers. Simplify your retirement savings and gain clarity on your financial future. Learn more: https://buff.ly/4bIa09y

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Crucial succession planning & inheritance tax advice. 🤝 Our newly updated online hub provides a range of resources to assist your succession planning journey, helping to make the process go as smoothly as it can for you, your business and your family: https://lnkd.in/e_VRDkM4 The future of your rural business may feel a little less secure following recent government announcements, but there are ways that you can plan ahead and ensure your family and enterprise continue to be provided for. #successionplanning #inheritancetax

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https://bit.ly/3TnNvQZ Find out how the experts in specialist lending can help you with your #BTL clients like Harriet. | For intermediaries only #SpecialistLending

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https://bit.ly/3TnNvQZ Find out how the experts in specialist lending can help you with your #BTL clients like Harriet. | For intermediaries only #SpecialistLending

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