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... June 2, 2021 How do you study best? Now that life is starting to open up again after a year... April 26, 2021 Exam Traps: Tax Stumbling Blocks - Residency & Residence... Taxation is one of the most complex and important... April 20, 2021 Exam Traps: Tax Stumbling Blocks - Employer pension contributions Taxation is one of the most complex and important... April 13, 2021 Exam Traps: Tax Stumbling Blocks - Income Tax Taxation is one of the most complex and important... 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... 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...
