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26

Insights

Income tax: low income trusts and estates consultation

Jun 30, 2022
Gerry Brown
HM Revenue & Customs (HMRC) has recently issued a consultation paper on income tax and low-income trusts. The proposals would formalise and extend an existing arrangement that affects many trustees. Gerry Brown unpicks and explains what’s in the proposals and highlights what you need to know as a paraplanner.
Income tax: low income trusts and estates consultation

Income tax: low income trusts and estates consultation

Jun 30, 2022
Gerry Brown
Income tax: low income trusts and estates consultation

How cryptoassets are taxed in the UK

Jun 20, 2022
Richard Cooper
Cryptoassets, including cryptocurrencies, can provide investors with taxable income – even if it’s in bitcoin or another cryptocurrency. Richard Cooper unpicks what investors, financial advisers and paraplanners need to know about applying tax law to cryptoassets.
How cryptoassets are taxed in the UK

How cryptoassets are taxed in the UK

Jun 20, 2022
Richard Cooper
How cryptoassets are taxed in the UK

Career story: studying retirement planning as a trainer in financial advice

Jun 16, 2022
Juno Baker
Financial Planning in Retirement (FPIR) is a Level 6 qualification which prepares advisers to help customers take an overall approach to organising their later-life finances. So why did a professional trainer of financial advisers want to study it? Barry Cunningham gives his professional opinion of FPIR and shares his tips on fitting study around work.
Career story: studying retirement planning as a trainer in financial advice

Career story: studying retirement planning as a trainer in financial advice

Jun 16, 2022
Juno Baker
Career story: studying retirement planning as a trainer in financial advice

New mortgage customers and the cost-of-living crisis

Jun 13, 2022
Gordon Reid
The cost-of-living crisis is forcing people to make difficult financial decisions. Those on their first mortgage may well have limited household budgets and be feeling the pinch. Gordon Reid looks at how you – as a mortgage adviser – can help them make ends meet.
New mortgage customers and the cost-of-living crisis

New mortgage customers and the cost-of-living crisis

Jun 13, 2022
Gordon Reid
New mortgage customers and the cost-of-living crisis

Career story: from football legend to financial adviser

Jun 09, 2022
Juno Baker
Former Hibernian FC goalkeeper, Jim McArthur tells us how he made the transition from footballer to financial planner.
Career story: from football legend to financial adviser

Career story: from football legend to financial adviser

Jun 09, 2022
Juno Baker
Career story: from football legend to financial adviser

How to succeed in the FPIR assessment

Jun 06, 2022
Sue Wiggins
If you’re a financial adviser looking to help clients prepare for the long term, our Level 6 in Financial Planning in Retirement (FPIR) will help. It will also set you on the road to chartered status, but the assessment is different to most qualifications. Sue Wiggins outlines how you will be assessed for FPIR, and shares her advice on the best approach to success.
How to succeed in the FPIR assessment

How to succeed in the FPIR assessment

Jun 06, 2022
Sue Wiggins
How to succeed in the FPIR assessment

Top tips on how to manage your CPD

May 16, 2022
Juno Baker
Despite your best intentions, it can be difficult to keep up with continuous professional development (CPD) and find something worth doing. Our expert professionals share their top tips on how to approach CPD.
Top tips on how to manage your CPD

Top tips on how to manage your CPD

May 16, 2022
Juno Baker
Top tips on how to manage your CPD

Career story: studying retirement planning and working towards chartered

May 06, 2022
Juno Baker
Matthew Goodall has been working in regulated advice for around ten years, but as a financial adviser wanted to know more about pensions and later-life planning for his clients. He tells us about studying the Level 6 Financial Planning in Retirement qualification, how it’s helping his career and why he’s working towards chartered.
Career story: studying retirement planning and working towards chartered

Career story: studying retirement planning and working towards chartered

May 06, 2022
Juno Baker
Career story: studying retirement planning and working towards chartered

How to prepare for remote exams

Apr 19, 2022
Juno Baker
You’re ready to sit your professional qualification exam and have opted for remote invigilation. But what do you need to consider? We look at the space and equipment you’ll need to prepare and the practical steps you need to take to be ready for remote invigilation.
How to prepare for remote exams

How to prepare for remote exams

Apr 19, 2022
Juno Baker
How to prepare for remote exams