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26

Insights

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
wooden building blocks

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
Man reading business news

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?
Calculator and notebooks

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
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