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26

Insights

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?

Tax advice and financial planning

May 30, 2022
Gerry Brown
HMRC’s approach to tax avoidance schemes has evolved relatively slowly over the past 20 years. Gerry Brown considers the many provisions, rules and consultations, that HMRC has undertaken and whether financial advisers and paraplanners may come HMRC scrutiny.
Tax advice and financial planning

Tax advice and financial planning

May 30, 2022
Gerry Brown
Tax advice and financial planning

Career story: studying PER to become chartered in banking

May 26, 2022
Juno Baker
After a career spanning over three decades, Sarah Drake recently became chartered in banking through our Professional Experiential Route (PER). She tells us how reflecting on her career has helped her develop new ways of working and opened up new opportunities.
Career story: studying PER to become chartered in banking

Career story: studying PER to become chartered in banking

May 26, 2022
Juno Baker
Career story: studying PER to become chartered in banking

What are the challenges of digital trade finance?

May 23, 2022
Ouida Taaffe
The announcement of the Electronic Trade Documents Bill signals a transformation to digital trade. Ouida Taaffe looks at the likely challenges for trade finance professionals and how developing countries might benefit from digital trade.
What are the challenges of digital trade finance?

What are the challenges of digital trade finance?

May 23, 2022
Ouida Taaffe
What are the challenges of digital trade finance?