Insights

HM Revenue & Customs (HMRC) has recently issued a consultation paper on income tax and low-income trusts. The proposals would formalise and extend an existing arrangement that affects many trustees. Gerry Brown unpicks and explains what’s in the proposals and highlights what you need to know as a paraplanner.

To celebrate Pride Month, three successful banking and finance professionals – from the Lesbian, Gay, Bisexual, Transgender and Questioning (LGBTQ+) community – share their experience and advice.

Reflecting on your career – and the learning you've gained from experience – is the new way to become chartered in banking. But how does it work? And how does it help you become more employable? Trevor Russell answers our questions about tutoring on our Professional Experiential Route (PER).

Cryptoassets, including cryptocurrencies, can provide investors with taxable income – even if it’s in bitcoin or another cryptocurrency. Richard Cooper unpicks what investors, financial advisers and paraplanners need to know about applying tax law to cryptoassets.

Financial Planning in Retirement (FPIR) is a Level 6 qualification which prepares advisers to help customers take an overall approach to organising their later-life finances. So why did a professional trainer of financial advisers want to study it? Barry Cunningham gives his professional opinion of FPIR and shares his tips on fitting study around work.

The cost-of-living crisis is forcing people to make difficult financial decisions. Those on their first mortgage may well have limited household budgets and be feeling the pinch. Gordon Reid looks at how you – as a mortgage adviser – can help them make ends meet.

Former Hibernian FC goalkeeper, Jim McArthur tells us how he made the transition from footballer to financial planner.

If you’re a financial adviser looking to help clients prepare for the long term, our Level 6 in Financial Planning in Retirement (FPIR) will help. It will also set you on the road to chartered status, but the assessment is different to most qualifications. Sue Wiggins outlines how you will be assessed for FPIR, and shares her advice on the best approach to success.

Ahead of World Environment Day, Nadim Choudhury – our Head of Careers and Employability – explores three exciting career paths for those wanting to make a change in the world through sustainable finance.