We are now settled into a new tax year and having had a breather (?) it is maybe time to take stock and see where the tax landscape lies and most importantly where the key areas are for the financial planner.
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Mark Devlin joined host Richard Allum for a practical run through of everything paraplanners needed to consider ahead of tax year end.
Just over half (51%) of paraplanners want to progress their career within paraplanning. Only 13% see themselves becoming financial advisers/planners down from 24% in 2025.
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