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  • what-why-tells-us-about-clients
    July 14, 2022
    What ‘why?’ tells us about clients
    There is more to asking the question why? of a client,...
  • June 15, 2022
    The universal truths of cashflow modelling
    There are universal ways cashflow modelling is used by financial...
  • June 14, 2022
    How advisers can get investment recommendations right
    ‘No one wants to pay more than they have...
  • June 14, 2022
    How pension age rise will impact retirement plans
    With the increase in Normal Minimum Pension Age looming...
  • April 26, 2022
    Controlling study and exam anxiety - FREE study guide...
    Written by Jon Dodson, Redmill Advance for Professional Paraplanner Jon...
  • March 29, 2022
    Estate Planning - a no parking zone?
      Despite greater understanding of the need for estate planning it...
  • March 24, 2022
    How will the health and social levy impact UK...
    There are some steps that advisers ‘may want to...
  • February 24, 2022
    The Evolving Paraplanner
    The evolving paraplanner by Jon Dodson FPFS, ACSI, CIPD,...
  • February 22, 2022
    The Client Review Experience
    I’ve been lucky enough to witness some fantastic review...
  • February 14, 2022
    How advisers can be proactive with clients
    It might be the right time of year for...
  • November 25, 2021
    Is there an Active vs Passive debate anymore?
    If there is an Active vs Passive debate, these...
  • September 13, 2021
    Summary of the planned dividend taxation and what to...
    The repercussions of the COVID pandemic have been catastrophic....
  • September 13, 2021
    Stamp duty land tax - what you need to...
    Stamp Duty Land Tax – what you need to know.     Stamp...
  • July 19, 2021
    Get the inside scoop on how you are assessed...
    At first glance, you might think the content from your learning...
  • how-do-you-study-best
    June 2, 2021
    How do you study best?
    Now that life is starting to open up again after a year...
  • exam-traps-residency-residence-nil-rate-band
    April 26, 2021
    Exam Traps: Tax Stumbling Blocks - Residency & Residence...
    Taxation is one of the most complex and important...
  • exam-traps-employer-pension-contributions
    April 20, 2021
    Exam Traps: Tax Stumbling Blocks - Employer pension contributions
    Taxation is one of the most complex and important...
  • exam-traps-income-tax
    April 13, 2021
    Exam Traps: Tax Stumbling Blocks - Income Tax
    Taxation is one of the most complex and important...
  • exam-traps-top-slicing
    April 5, 2021
    Exam Traps: Tax Stumbling Blocks - Top Slicing
    Taxation is one of the most complex and important...
  • February 10, 2021
    AF5 Hint and Tips
    Before we start to consider the case study in...
  • improve-your-memory-learning
    January 7, 2021
    Techniques to improve your memory and learning
    Understanding the exam you will be taking is vital...
  • December 26, 2020
    Exam Prep Do’s & Don’ts
    Understanding the exam you will be taking is vital...
  • December 4, 2020
    CII Level 6 Study Techniques
    Need extra study support for your CII exams? Check...
  • November 19, 2020
    Pass your CII exams with the very best exam...
    Some people assume that the most intelligent students will...
  • November 3, 2020
    R02 Exam guide and useful information
    About the R02 Exam The R02 (Investment principles and risk)...
  • October 15, 2020
    AF1 exam technique – it isn’t rocket science
    It isn’t rocket science… This is not a difficult exam...
  • August 11, 2020
    R05 Exam guide and useful information
    About the R05 Exam The R05 (Financial Protection) exam forms...
  • July 25, 2020
    R03 Exam guide and useful information
    About the R03 Exam The R03 (Personal Taxation) exam forms...
  • August 17, 2019
    AF4 - Investment Planning exam tips
    AF4 Investment Planning essential exam hints and tips
  • July 11, 2019
    R04 Exam guide and useful information
    About the R04 Exam The R04 (Pensions and Retirement Planning)...
  • January 3, 2018
    AF3 Useful hints and tips.
    AF3 useful exam guidance, hints and tips!
  • February 7, 2017
    R08 Exam guidance and useful information
    The R08 exam (Pensions Update) forms part of the...
  • December 11, 2016
    R01 Exam guide and useful information
    About the R01 Exam The R01 (Financial Services – Regulation...