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26

Insights

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
handshake

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
houses

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
5 tips article

Five tips for studying in lockdown

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

Paraplanning: the top five financial reasons to get married

Feb 12, 2021
Jane Alford
Love is in the air! Cupid is busy dusting off his bow and arrow ready to pierce the unsuspecting hearts of gods and humans alike. And from a finance point of view, it makes sense to be married or in a civil partnership. So, whether you’re a paraplanner considering your clients’ tax affairs, or simply celebrating Valentine’s Day with the one you love, here are five ways that tying the knot can save you money.
Paraplanning: the top five financial reasons to get married
Red rose

Paraplanning: the top five financial reasons to get married

Feb 12, 2021
Jane Alford
Paraplanning: the top five financial reasons to get married

How to become a better financial adviser in 2021

Jan 18, 2021
Juno Baker
According to a recent Financial Conduct Authority survey, financial advisers may be among the more resilient of regulated firms. However, in many areas of financial advice, Covid-19 continues to have huge impact. So how can you prepare for the challenges ahead?
How to become a better financial adviser in 2021
2021 written on purple background

How to become a better financial adviser in 2021

Jan 18, 2021
Juno Baker
How to become a better financial adviser in 2021

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