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Latest - TAX AND TRUSTS

  • New trust registration rules you need to consider

    4 April 2020

    Trust registration deadlines are changing and paraplanners need to know about them, says John Humphreys, inheritance tax specialist at WAY Investment Services This article was first published in the March 2020 issue of Professional Paraplanner. On 10 January 2020, the Fifth EU Money Laundering Directive (5MLD) came into force in the UK, with an...

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    26 March 2020

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • TEST YOUR KNOWLEDGE QUESTIONS

    26 March 2020

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • 2020 Budget in brief

    11 March 2020

    In his first Budget as Chancellor of the Exchequer, Rishi Sunak sought to tackle both the issues caused by the effect of the Coronavirus in the UK, announcing £12bn of spending to counter Covid-19 outbreak, as well as tax issues, such as the effect of the tapered annual allowance on the NHS service.   In respects of the...

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  • How to Tackle NIC Questions on your CII Exam

    10 March 2020

    The Brand Financial Training team look at National Insurance Contributions for employers and employees – useful reading for those studying for any of the CII CF1, R03, R04, R06, AF1 or AF5 exams, examinable year ending 2020. The first thing to say is that NICs are calculated on gross earnings – before income tax or...

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  • TDQ: Test your knowledge – Answers – March 2020 issue

    27 February 2020

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

    READ ARTICLE
  • TDQ: Test Your Knowledge – Questions March 2020 issue

    27 February 2020

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • Why VCTS are more relevant this year than ever

    23 February 2020

    PThe increased focus on pension contribution limits have brought venture capital trusts (VCTs) further into the advice spectrum, says Paul Latham, Octopus Investments.  Advice firms are increasingly turning to venture capital trusts (VCTs) particularly as tightening limits on pension contributions have meant more clients need an alternative way to invest tax efficiently. It has made VCTs...

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