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26

Insights

Social care in England: what paraplanners need to know

Oct 18, 2021
Gerry Brown
The government is changing how the NHS and social care is funded. Gerry Brown outlines the proposals and sets out what they’ll mean for tax, trusts and retirement planning.
Social care in England: what paraplanners need to know

Social care in England: what paraplanners need to know

Oct 18, 2021
Gerry Brown
Social care in England: what paraplanners need to know

NHS and social care funding: updates and guidance for financial advisers

Sep 13, 2021
Richard Cooper
The government is changing how the NHS and social care is funded. Rich Cooper looks at what the new proposals mean for financial advisers and their clients, and the impact on retirement advice – including for future care.
NHS and social care funding: updates and guidance for financial advisers

NHS and social care funding: updates and guidance for financial advisers

Sep 13, 2021
Richard Cooper
NHS and social care funding: updates and guidance for financial advisers

The Trust Registration Service: updates and guidance for paraplanners

Aug 23, 2021
Gerry Brown
HMRC is extending the Trust Registration Service (TRS) to enable non-tax paying trusts to register in compliance with the Money Laundering Regulations. Gerry Brown reviews the deadlines, the TRS Manual and looks at common trust arrangements and third-party access requests.
The Trust Registration Service: updates and guidance for paraplanners

The Trust Registration Service: updates and guidance for paraplanners

Aug 23, 2021
Gerry Brown
The Trust Registration Service: updates and guidance for paraplanners

Helping taxpayers get offshore tax right

Jun 15, 2021
Gerry Brown
On 23 March,‘Tax Day’, HM Revenue & Customs (HMRC) published a discussion document on non-payment of offshore tax. Gerry Brown looks at the impact of, and reasons for the tax gap. And he unpicks HMRC’s strategy to boost payments.
Helping taxpayers get offshore tax right

Helping taxpayers get offshore tax right

Jun 15, 2021
Gerry Brown
Helping taxpayers get offshore tax right

Jobs in finance: how paraplanning has become a profession

Apr 30, 2021
Gerry Brown
Paraplanners support financial advisers with research, report writing and planning strategies for clients. Their role has become increasingly important to advice firms and is now a well regarded and rewarding career.
Jobs in finance: how paraplanning has become a profession

Jobs in finance: how paraplanning has become a profession

Apr 30, 2021
Gerry Brown
Jobs in finance: how paraplanning has become a profession

Jobs in finance: what does a paraplanner do?

Apr 26, 2021
Gordon Reid
The role of a paraplanner is rapidly changing, becoming more technical and an increasingly important part of financial services. If you’re detail focused, methodical, analytical and love research, a career in paraplanning could be for you. This article covers everything you need to know about becoming a paraplanner and how to embark on a paraplanning career.
Jobs in finance: what does a paraplanner do?

Jobs in finance: what does a paraplanner do?

Apr 26, 2021
Gordon Reid
Jobs in finance: what does a paraplanner do?

Raising standards in the tax advice market

Apr 16, 2021
Gerry Brown
The government wants to raise standards and increase transparency in the tax advice market. Gerry Brown looks at government consultations, definitions of ‘tax advice’, and approaches that might be considered.
Raising standards in the tax advice market

Raising standards in the tax advice market

Apr 16, 2021
Gerry Brown
Raising standards in the tax advice market

Paraplanning: capital gains tax on sales of residential property

Mar 17, 2021
Gerry Brown
Capital gains tax is complicated, especially when related to sales of residential property in the UK. Gerry Brown looks at when, how and what to report within the 30-day time limit.
Paraplanning: capital gains tax on sales of residential property

Paraplanning: capital gains tax on sales of residential property

Mar 17, 2021
Gerry Brown
Paraplanning: capital gains tax on sales of residential property

Five tips for studying in lockdown

Feb 15, 2021
Gordon Reid
What’s the best way to study in lockdown to help you pass your exams? Traditional learning techniques still apply, but homeworking brings with it some new considerations. So what can you do to make sure your personal learning is effective and fits in with your change in lifestyle? Here are our top five tips.
Five tips for studying in lockdown

Five tips for studying in lockdown

Feb 15, 2021
Gordon Reid
Five tips for studying in lockdown