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Moret predicts SIPP market at £750bn by 2030
19 May 2024
AKG: Helping paraplanners conduct reliable due diligence
12 March 2024
Paraplanner profile: From paraplanner mentee to mentor
19 February 2024
Paraplanner profile: Kate Morris, Paradigm Norton
16 February 2023
ETF fundamentals: A quick dive into this asset class
14 May 2024
Grading HMRC on LTA abolition
11 May 2024
Top slicing relief for bonds taxation explained
25 July 2022
Is your firm giving you enough training and support?
10 reasons why paraplanning and paraplanners are the absolute best
13 May 2024
How long to achieve the Level 4 Diploma?
11 December 2022
Paraplanner – Up to £50,000 – flexible hybrid approach – open holidays – wellbeing
London (Central)
Paraplanner/Financial Planner – Paradigm Norton – flexible hours – hybrid role
Remote
Awards 2023
15 August 2023
DECEMBER 2022
23 November 2022
NOVEMBER 2022
16 November 2022
What paraplanners are saying about this year’s Technical Insight Seminars
17 May 2024
See our technical insight experts in Belfast: 8 May
29 April 2024
Join us in Cardiff and Belfast for technical insights into LTA, tax planning, studying, trust work and more
18 April 2024
TDQ: TEST YOUR KNOWLEDGE – ANSWERS
27 August 2020
...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 yesterday, provided by
Your September 2020 issue is ready to download
...rules in respect of Tapered Annual Allowance and Carry Forward that came into effect in April 2020 And for our TDQ: Development article this issue, the Brand Financial Training, to provide our readers...
29 July 2020
...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, provided by Brand...
TDQ: Allowances for Income Tax
27 July 2020
In this Training, Development and Qualifications article, the Brand Financial Training team look at how the personal allowance, the personal savings allowance, the dividend allowance, and...
2 July 2020
TEST YOUR KNOWLEDGE QUESTIONS
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...
Exam refresher: Using a SIPP to Buy Property
25 June 2020
...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...
Exam refresher: Money-weighted & time-weighted rate of return
23 June 2020
Catriona Standingford, MD of Brand Financial Training, considers how to calculate money-weighted rate of return and time-weighted rate of return when evaluating performance of an investment...