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Economic and strategy viewpoint: Q3 2026
16 September 2026
Professional Paraplanner Awards 2026 – read the full supplement
1 September 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
From paraplanner to Plannerpal
6 January 2025
The Pension IHT countdown
15 September 2026
Rethinking income protection’s role in family financial planning
11 September 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Why entering for awards matters – even if you do not win
What the Bayeux Tapestry can teach us about succession
13 September 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
Paraplanner – Edinburgh – Flexible working – excellent benefits
Scotland
2025 AWARDS Reviewed – Winner interviews, pictures, profiles
18 December 2025
2024 Professional Paraplanner Awards – Celebrating this year’s winners
7 October 2024
Professional Paraplanner Awards 2023
15 August 2023
Three more speakers added to London Future Adviser line up
9 September 2026
Speakers announced for London Future Adviser event
7 September 2026
Cheltenham: Are you joining us in our new location on Wednesday 9 September?
2 September 2026
This is the go-to place for paraplanners to find the latest news and insights into all things tax and trusts. Our thanks to Quilter for sponsoring this section.
Rising incomes sees more families dragged into high income child benefit charge
8 February 2026
A further 54,000 families will be dragged into paying the high income child benefit tax charge by 2030/31 as a result of rising incomes. A Freedom of Information request submitted by financial advice firm NFU Mutual showed that the number of families liable for the child benefit tax charge will jump from 324,000 this...
Free 15‑minute webinars to help paraplanners get ahead this tax year end
5 February 2026
Bonus season: Tax-efficient options to make an annual payout work harder
Choosing the right trust solution
Tax and legislation reshape client needs
4 February 2026
AJ Bell adds discretionary loan trust to bolster adviser tax planning suite
3 February 2026
Missing wills and pensions could see families face extra costs
Peers urge government to extend pensions IHT payment deadline
28 January 2026
Royal London launches IHT hub to support advisers
26 January 2026
Pensions and adviser charging
Helping your clients choose the right trustees
24 July 2026
Lives assured and investment bonds: Planning points to consider
31 July 2026