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Latest - TAX AND TRUSTS

  • Preparing for R06

    9 June 2020

    The 2019 pass rate for RO6 dropped by 10%. Catriona Standingford, MD of Brand Financial Training, looks at the October 2019 exam, what may have affected the pass rate and what future candidates need to consider. This article was first published in the June issue of Professional Paraplanner. You might think the R06 exam...

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  • False perceptions creating barriers to advice access

    7 June 2020

    Two fifths of people consider financial advice to be for the very wealthy, creating barriers to accessing it, yet three quarters of advised investors have savings and investments of less than £100,000, new research has shown. According a survey by Aegon into the behaviour of savers and investors, 2 in 5 individuals believe they...

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  • Competing cash concerns affect gifting

    3 June 2020

    Competing cash concerns are preventing the number of gifts over-45s are making to their children, new research from Openwork has shown. According to the investment network, more than one in four (28%) of those aged 45 and over are holding back on financially helping their children amid concern they will need to fund their...

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  • Time to review tax strategies pre potential hike in taxes

    1 June 2020

    High earners are reviewing their tax strategies amid growing concern that the government will hike taxes to help the economy recover from the Covid19 pandemic. Financial advice firm deVere Group said it had seen a “considerable upswing” in clients looking to mitigate the impact of potential tax changes in this year’s Budget. Nigel Green,...

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  • Lifetime Allowance testing issues – with examples

    31 May 2020

    Steve Bailey, director of ATEB Consulting, examines the rules around the Lifetime Allowance, when and how the LTA is tested and digs down into when the second LTA test applies, with examples The Lifetime Allowance (LTA) is the limit below which a person can crystallise benefits from their pension, without being subject to paying...

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    28 May 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

    28 May 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 goals,...

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  • HMRC tax take down 42% in April

    26 May 2020

    Tax receipts suffered a sharp drop in April, as the consequences of the Covid-19 pandemic and lockdown took effect. Figures released by HM Revenue & Customs showed the amount of tax taken by the government fell by 42% in April compared to a year ago, as unemployment rose, staff were furloughed and businesses used...

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