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  • The retirement journey and the value of advice

    3 April 2019

     The retirement journey and the value of advice   Sponsored article  When undertaking DIY at home, some say that the amateur should plan on their project taking twice as much time and three times as much money as the original estimate. The reason? DIYers make mistakes. The FCA has highlighted a similar principle in...

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  • TDQ: Test Your Knowledge – Questions

    3 April 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. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • TDQ: Test Your Knowledge – Answers

    3 April 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.

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  • This could save a married or civil partner clients £4,800 in IHT per year

    18 March 2019

    This tax exemption may be overdue a review but it is still a useful tool when tax planning, says the Prudential technical team. It is currently £3,000 and has remained unchanged since April 1981 – back when Shakin’ Stevens was at number one in the UK singles chart with ‘This Ole House.’ The Chartered Institute of Taxation...

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  • TDQ: Passing AF7

    18 March 2019

    Catriona Standingford, MD of Brand Financial Training, looks at AF7, the exam with the lowest pass rate in 2018 and says it should be a tough paper In 2018, the CII AF7 Pension Transfers exam had the lowest annual pass rate of all the Advanced Diploma AF exams (ignoring the discontinued AF3). At just...

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  • Planning to get done before the end of the tax year

    10 March 2019

    Start to look at what’s next before you finish what’s now, suggests the Prudential technical team We’re into tax year end and many people are busy getting all those things done as 5 April looms, whether that be finalising pension contributions, using up allowances or bed and breakfasting those capital gains. But should we...

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  • How to find the perfect B&B this end-of-tax-year

    7 March 2019

    The Prudential technical team explain the rules around ‘bed and breakfasting’, a practice against which HMRC brought in anti-avoidance rules, The internal fund tax of wrappers such as bonds and Open Ended Investment Companies (OEICs) can be confusing. Here’s a simple fact though – within an OEIC, no tax is payable on capital gains...

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  • Tax year end pensions planning opportunities

    26 February 2019

    Tax year end, when everyone’s final income positions are becoming clear, is a prime time to do some pension tax planning, says the Prudential technical team. Contributions, adjusted net incomes, taxable income, relief at source, net pay and extension of tax bands. All phrases involved in the identification and calculation of what levels of...

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