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  • The offshore bond ‘biscuit tin’ solution

    15 July 2019

    What do for income and asset-rich clients maxed-out on their Lifetime or Annual pension allowances and who have all but exhausted all other conventional UK tax-breaks.

  • TDQ: Test Your Knowledge – Answers

    14 July 2019

    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

  • TDQ: Test Your Knowledge – Questions

    14 July 2019

    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.

  • Wrappers Delight – pros and cons of holding OEICs outright or wrapping them within a bond

    23 June 2019

    The Sugarhill Gang were musical pioneers introducing hip hop music to a wide audience. Back in 1979 they created the first rap song to enter the US Hot 100 with a seminal song in hip-hop history, peaking, sadly, at a rather modest, number 36. The song title? “Rapper’s Delight”. Forty years on, and in the...

  • Prudential CPD compilation – Bond Taxation

    17 June 2019

    Hello everyone. I had a good time down at the Professional Paraplanner awards last week and it was nice to meet and have a chat with some of you. My team (even me sometimes) work very hard to get our technical support as good as it can be. We’re delighted that after all our...

  • 9 Ways to Increase Your Chances of Passing Your CII Written Exam

    16 June 2019

    What does the CII expect and what will give you the best chance of gaining marks? This article from Brand Financial Training helps with with exam technique and marking for 2019, particularly in Advanced Diploma Level Exams, AF1, AF2, AF4, AF5, AF7, Diploma Level Exams, R06.

  • TDQ: AF1, R03 and private landlord taxation

    10 June 2019

    Catriona Standingford, MD of Brand Financial Training examines the personal tax issues for private landlords, a topic that is most likely to arise within the CII’s AF1 and R03 exams

  • What is the remittance basis of taxation?

    6 June 2019

    The remittance basis are the alternative tax rules in place for those people who are UK resident with overseas income and gains but are not classed as UK domiciled. This article is relevant to examinable tax year 2018/19. This post was originally published on the Brand Financial Training Blog and has been reproduced here with...