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Human first, tech second: Rethinking AI in retirement advice
16 April 2026
Emma & Kate at W2 Paraplanning: Perspectives shaped by four decades of change
13 April 2026
Phil Williams: From forensics to finance
23 March 2026
From paraplanner to Plannerpal
6 January 2025
Forgotten tax relief
14 April 2026
Incapacity clauses are essential in a SSAS trust deed
7 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test Your Knowledge: Questions April 2026
Test Your Knowledge: Answers April 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Paraplanner – Hybrid – based in Birmingham or Market Harborough – excellent benefits – £33,000-42,000
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Paraplanning Manager – Competitive salary – Hybrid position (based in Darlington)
North East England
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
PP Awards 2026: Paraplanner Awards entries close on Friday 24th April
New webinars for 2026: Quarterly tech cuppa with Les Cameron
M&G: ‘Better together? Structure Matters!’ Session for PP Tech Insight Seminars confirmed
2 April 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.
Retirement transition needs stability in pension rules and tax treatment
7 October 2025
The latest Second 50 research from Aegon UK has shown the UK population remains strongly in favour of a gradual transition into retirement, rather than a ‘hard stop’ where they stop work altogether and enter ‘full retirement’. But the assurer is warning that retirees’ plans risk being undermined by a lack of confidence and...
Nearly a quarter of people plan to give money away to beat IHT changes
6 October 2025
The cost of education: A fifth of high-net-worth parents impacted by VAT on school fees
2 October 2025
High-net-worth individuals prepare for tax hikes
25 September 2025
Wealthy clients rethink inheritance plans as Budget speculation mounts
24 September 2025
Increased probability Chancellor will raise taxes
22 September 2025
Comment: Labour running out of room as borrowing leaps
21 September 2025
Inheritance tax receipts climb £3.7 billion in five months
House of Lords set to scrutinise IHT on pensions
18 September 2025
The growing importance of lifetime gifting
19 March 2026
Demystifying tax on GIAs: Essential guidance for paraplanners
26 March 2026
Putting money aside for minor children: What are the investment options?
1 April 2026
