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Budget shock or Budget relief?
5 December 2025
Technical Manager: How we became part business owners – Emily Corck, Mathews Comfort
27 October 2025
Stepping outside his comfort zone: Alan Gow, founder, Argonaut Paraplanning
22 September 2025
From paraplanner to Plannerpal
6 January 2025
Importance of due diligence in the SIPP market
2 December 2025
Dividend tax hike and how to mitigate it
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Burnout in Paraplanning
1 December 2025
CISI celebrates mentoring scheme third anniversary
Defining a client’s goals and objectives
14 March 2024
Paraplanner – starting salary up to £45,000pa – hybrid working – London – great benefits
London (Central)
Paraplanner – Chester, North West – Salary: £33,000-£40,000
North West England
2024 Professional Paraplanner Awards – Celebrating this year’s winners
7 October 2024
Professional Paraplanner Awards 2023
15 August 2023
DECEMBER 2022
23 November 2022
Post 2025 Budget deep dive – 10 December, 12.30pm
27 November 2025
Events: Locking down your knowledge pre Budget
14 November 2025
Reading Technical Insight Seminar Registration – 19 November
29 October 2025
Organising your study notes
7 November 2019
It’s worth spending a little time getting your revision notes organised, says the Brand Financial Training team. This post was originally published on the Brand Financial Training, to provide our readers...
TDQ: Test Your Knowledge – Answers
26 September 2019
...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
TDQ: 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...
Understanding the Taxation of Offshore Investment Funds
17 September 2019
Catriona Standingford, MD of Brand Financial Training looks at the tax rules that apply to investors in offshore collective funds. This is an area that seems...
28 August 2019
Try out these 3 memory techniques
12 August 2019
...name of someone we met last week, you’re far from alone, says the Brand Financial Training team This post was originally published on the Brand Financial Training, to provide our readers...