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26

Insights

Paraplanning and Capital Gains Tax: the outlook for 2021

Nov 25, 2020
Gerry Brown
Paraplanners may have to adapt to a new Capital Gains Tax regime in 2021, and explain it to clients. Gerry Brown looks at the implications of the recent report from the Office of Tax Simplification and the questions it’s raised.
Paraplanning and Capital Gains Tax: the outlook for 2021
Keyboard, notebook and calendar

Paraplanning and Capital Gains Tax: the outlook for 2021

Nov 25, 2020
Gerry Brown
Paraplanning and Capital Gains Tax: the outlook for 2021

Paraplanning: how the starting rate for savings can help reduce your clients’ tax bills

Nov 04, 2020
Jane Alford
The 0% starting rate of tax is a special rate of income tax on savings which benefits low-income savers, such as part-time workers or those who have retired. As a paraplanner, you should know how one of your clients – or their partner – may be able to benefit from this special rate. Jane Alford explains how.
Paraplanning: how the starting rate for savings can help reduce your clients’ tax bills
Calculator, stationery and orange

Paraplanning: how the starting rate for savings can help reduce your clients’ tax bills

Nov 04, 2020
Jane Alford
Paraplanning: how the starting rate for savings can help reduce your clients’ tax bills

Paraplanning: what the Staveley case means for inheritance tax and pensions

Oct 23, 2020
Gerry Brown
In August 2020, the Supreme Court gave judgment on the Staveley case – its first case involving the inheritance tax (IHT) treatment of pension transfers. Gerry Brown is a consultant with QB Partners and a contributor to our Diploma in Paraplanning. He looks at the Staveley case and sets out what paraplanners need to learn from it.
Paraplanning: what the Staveley case means for inheritance tax and pensions
Judge

Paraplanning: what the Staveley case means for inheritance tax and pensions

Oct 23, 2020
Gerry Brown
Paraplanning: what the Staveley case means for inheritance tax and pensions

Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Sep 23, 2020
Malini Rajendran
If you're a paraplanner, read our five tips on discovering your customers' ESG preferences for suitability reports. They'll help you with your fact-find and help you build a more sustainable relationship with clients.
Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds
Clear light bulb with small green shoot inside

Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Sep 23, 2020
Malini Rajendran
Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Paraplanning and regulation: what you need to know

Jul 31, 2020
Kevin Pope
Paraplanning and regulation: what you need to know
Phone and computer screen

Paraplanning and regulation: what you need to know

Jul 31, 2020
Kevin Pope
Paraplanning and regulation: what you need to know

Jobs in finance: what makes a good paraplanner?

Jun 29, 2020
Ashley Wiltshire
Read these top tips on the skills and personal qualities paraplanners need to be successful and to provide the best service they can to financial advisers.
Jobs in finance: what makes a good paraplanner?
A planning book dated 2020

Jobs in finance: what makes a good paraplanner?

Jun 29, 2020
Ashley Wiltshire
Jobs in finance: what makes a good paraplanner?