Latest - TAX AND TRUSTS

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  TDQ: TEST YOUR KNOWLEDGE – ANSWERS

  2 July 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

  2 July 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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  YOUR JULY/AUGUST 2020 MAGAZINE IS LIVE

  1 July 2020

  CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF: Inside our biggest issue yet you’ll find: All the winners from our 2020 AWARD The Paraplanner Awards Winners of the six Paraplanner awards including interviews The Provider Awards The companies nominated by you as the best in their category Paraplanner profile...

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  HMRC stats show 76% of ISAs in cash

  30 June 2020

  Cash has proved king for ISAs according to latest HMRC figures, with an extra 1.4 million people choosing to open a Cash ISA in 2018/19 tax year compared to the previous year and cash accounts increasing to 76% of all ISAs. In contrast, the number of investors subscribing their money to a stocks and...

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  How Alan’s adviser helped him kick start his estate planning

  29 June 2020

  Sponsored article Jessica Franks, head of tax at Octopus Investments, takes a look at a valuable relief for clients who sold a business in the last three years. Let’s consider a client scenario. John has been Alan’s financial adviser for 27 years. For most of that time, Alan ran his own business. Alan is...

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  Helping clients with drawdown taxation

  29 June 2020

  How can paraplanners help clients avoid the heavy tax payments on money flexibly drawn from pensions? Joshua Croft, technical consultant at AJ Bell looks at the issue Having passed the fifth anniversary of pension freedoms, most people would agree they have been well received with those aged 55 or over, as they now have...

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  Exam refresher: Using a SIPP to Buy Property

  25 June 2020

  Small business owners with pension plans may be attracted to the idea of using their fund to buy a property to run their business from. This is also a popular topic tested in the CII AF2 business financial planning exam. This post was originally published on the Brand Financial Training Blog at https://brandft.co.uk/using-a-sipp-to-buy-property/  and has been...

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  HMRC receipts fell 43% in May

  24 June 2020

  The government tax take plummeted by 43% in May, as the effects of Covid-19 and the furlough scheme hit tax receipts. Total HMRC receipts fell to £26 billion in May, down from £45.3 billion a year earlier, as the country entered its second month of lockdown and huge swathes of the population were furloughed...

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