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26

Insights

Why become chartered in banking

Jan 12, 2021
Ouida Taaffe
Chartered status shows you’re well qualified, experienced and committed to the highest professional and ethical standards. And you may already be on the path to Chartered Associateship with us if you’re studying – or have studied – one of our professional or higher education qualifications. But why is chartered status important? And what does that mean for your banking or financial advice career?
Why become chartered in banking
Young Financial Journalist

Why become chartered in banking

Jan 12, 2021
Ouida Taaffe
Why become chartered in banking

How to become a more successful mortgage adviser in 2021

Nov 27, 2020
John Somerville
The mortgage industry has had to adapt to a fast-changing economy and housing market in 2020. But how can you be sure you stay ahead in 2021? John Somerville looks at how you can show your professional worth with CPD, CeMAP Diploma and digital badges.
How to become a more successful mortgage adviser in 2021
2021 written on purple background

How to become a more successful mortgage adviser in 2021

Nov 27, 2020
John Somerville
How to become a more successful mortgage 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

Five top tips to help you succeed in remote exams

Nov 13, 2020
Juno Baker
Remote examinations and assessments are becoming more popular, especially since Covid-19 and the subsequent lockdown caused by the pandemic. At LIBF we now offer exams with remote invigilation as well as at test centres, and have put together these 5 top tips to help you if you’re taking your exams remotely.
Five top tips to help you succeed in remote exams
Laptop and plant

Five top tips to help you succeed in remote exams

Nov 13, 2020
Juno Baker
Five top tips to help you succeed in remote exams

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

Jobs in finance: what does a mortgage adviser do?

Oct 22, 2020
Juno Baker
Jobs in finance: what does a mortgage adviser do?
Row of Monopoly houses

Jobs in finance: what does a mortgage adviser do?

Oct 22, 2020
Juno Baker
Jobs in finance: what does a mortgage adviser do?

How to find independent and structured CPD on pension transfers

Oct 13, 2020
Sue Wiggins
If you’re a financial adviser specialising in pension transfers, you’ll know that your continuing professional development (CPD) requirements recently changed. You must now do 15 hours of CPD solely focused on pension transfers. But what exactly are the FCA’s requirements? And where can you find the right CPD to meet them?
How to find independent and structured CPD on pension transfers
Young Financial Journalist

How to find independent and structured CPD on pension transfers

Oct 13, 2020
Sue Wiggins
How to find independent and structured CPD on pension transfers

What is a digital badge and how can I get one?

Oct 07, 2020
Ouida Taaffe
A digital badge is more than an online indicator of accreditation. It’s a scam-proof guarantee of your professional standing that gives customers the information and reassurance they need.
What is a digital badge and how can I get one?
Gold stars

What is a digital badge and how can I get one?

Oct 07, 2020
Ouida Taaffe
What is a digital badge and how can I get one?