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26

Insights

Income tax: low income trusts and estates consultation

Jun 30, 2022
Gerry Brown
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.
Income tax: low income trusts and estates consultation

Income tax: low income trusts and estates consultation

Jun 30, 2022
Gerry Brown
Income tax: low income trusts and estates consultation

Pride Month: being LGBTQ+ in banking and finance

Jun 27, 2022
Mutahara Gofur
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.
Pride Month: being LGBTQ+ in banking and finance

Pride Month: being LGBTQ+ in banking and finance

Jun 27, 2022
Mutahara Gofur
Pride Month: being LGBTQ+ in banking and finance

Helping people to become chartered in banking

Jun 24, 2022
Juno Baker
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).
Helping people to become chartered in banking

Helping people to become chartered in banking

Jun 24, 2022
Juno Baker
Helping people to become chartered in banking

How cryptoassets are taxed in the UK

Jun 20, 2022
Richard Cooper
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.
How cryptoassets are taxed in the UK

How cryptoassets are taxed in the UK

Jun 20, 2022
Richard Cooper
How cryptoassets are taxed in the UK

Career story: studying retirement planning as a trainer in financial advice

Jun 16, 2022
Juno Baker
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.
Career story: studying retirement planning as a trainer in financial advice

Career story: studying retirement planning as a trainer in financial advice

Jun 16, 2022
Juno Baker
Career story: studying retirement planning as a trainer in financial advice

New mortgage customers and the cost-of-living crisis

Jun 13, 2022
Gordon Reid
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.
New mortgage customers and the cost-of-living crisis

New mortgage customers and the cost-of-living crisis

Jun 13, 2022
Gordon Reid
New mortgage customers and the cost-of-living crisis

Career story: from football legend to financial adviser

Jun 09, 2022
Juno Baker
Former Hibernian FC goalkeeper, Jim McArthur tells us how he made the transition from footballer to financial planner.
Career story: from football legend to financial adviser

Career story: from football legend to financial adviser

Jun 09, 2022
Juno Baker
Career story: from football legend to financial adviser

How to succeed in the FPIR assessment

Jun 06, 2022
Sue Wiggins
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.
How to succeed in the FPIR assessment

How to succeed in the FPIR assessment

Jun 06, 2022
Sue Wiggins
How to succeed in the FPIR assessment

Jobs in finance: why should I pursue a career in sustainable finance?

Jun 01, 2022
Nadim Choudhury
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.
Jobs in finance: why should I pursue a career in sustainable finance?

Jobs in finance: why should I pursue a career in sustainable finance?

Jun 01, 2022
Nadim Choudhury
Jobs in finance: why should I pursue a career in sustainable finance?