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26

Insights

Plan now for capital gains tax

Dec 07, 2022
Gerry Brown
Gerry Brown explains why financial advisers and paraplanners need to pay attention to the upcoming changes in Capital Gains Tax.
Plan now for capital gains tax

Plan now for capital gains tax

Dec 07, 2022
Gerry Brown
Plan now for capital gains tax

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Have you recently graduated or just left school? Perhaps you’re thinking about what to study at university? Whatever stage you’re at, if you like a challenge, working in a team and solving problems, a career in finance could be for you.
Jobs in finance: why work in banking and finance?

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Jobs in finance: why work in banking and finance?

UK tax reliefs and the parliamentary inquiry

Sep 05, 2022
Gerry Brown
The UK Parliament’s Treasury Committee has established an inquiry into the tax reliefs available to individuals and businesses to find out where they benefit the broader economy. Gerry Brown looks at the scope of the inquiry and whether it might lead to changes in the tax system.
UK tax reliefs and the parliamentary inquiry

UK tax reliefs and the parliamentary inquiry

Sep 05, 2022
Gerry Brown
UK tax reliefs and the parliamentary inquiry

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

Tax advice and financial planning

May 30, 2022
Gerry Brown
HMRC’s approach to tax avoidance schemes has evolved relatively slowly over the past 20 years. Gerry Brown considers the many provisions, rules and consultations, that HMRC has undertaken and whether financial advisers and paraplanners may come HMRC scrutiny.
Tax advice and financial planning

Tax advice and financial planning

May 30, 2022
Gerry Brown
Tax advice and financial planning

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

Why paraplanners should think long term

Feb 28, 2022
Gerry Brown
Paraplanners and financial planners work to long timescales. The outcome of pension and investment planning will often not be apparent for decades. So paraplanners need to think long term, examine the evolving tax landscape and consider how it might impact clients.
Why paraplanners should think long term

Why paraplanners should think long term

Feb 28, 2022
Gerry Brown
Why paraplanners should think long term

Career story: studying for Level 6 as a paraplanner

Jan 31, 2022
Juno Baker
Manchester-based, Alison Swift works as an adviser and analyst and has been in financial advice for 22 years. She tells us about studying for her Level 6 Advanced Diploma in Financial Advice, and how the qualification has helped her progress.
Career story: studying for Level 6 as a paraplanner

Career story: studying for Level 6 as a paraplanner

Jan 31, 2022
Juno Baker
Career story: studying for Level 6 as a paraplanner

What paraplanners might expect in 2022

Dec 23, 2021
Gerry Brown
As the year end approaches, many paraplanners will be looking forward to 2022. But will it be as disruptive to paraplanning as 2020 or 2021? Gerry Brown examines the issues and the future.
What paraplanners might expect in 2022

What paraplanners might expect in 2022

Dec 23, 2021
Gerry Brown
What paraplanners might expect in 2022