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26

Insights

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

Jobs in finance: how to become a paraplanner

Oct 25, 2021
Richard Cooper
If you’re interested in the world of investments and personal finance – and you enjoy gathering and analysing information and writing reports – a career in paraplanning could be right for you. This page covers all you need to know about becoming and working as a paraplanner, including skills and qualifications.
Jobs in finance: how to become a paraplanner

Jobs in finance: how to become a paraplanner

Oct 25, 2021
Richard Cooper
Jobs in finance: how to become a paraplanner

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