Follow us
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.
Tax relief stats will ‘raise suspicion’ over cuts to cash ISA allowance
25 January 2026
HM Revenue & Customs’ latest statistics on the cost of tax reliefs will raise suspicion over the Chancellor’s motive for cutting the cash ISA allowance, says Evelyn Partners. The figures estimate that ISAs are set to save UK savers an estimated £9.65 billion in income tax and capital gains tax in the current tax...
Inheritance tax receipts on track for a record year
22 January 2026
Property wealth makes up nearly half of IHT-paying estates in London
14 January 2026
Record numbers to be dragged into £100,000 ‘tax trap’
13 January 2026
Advisers need to rethink conversations with clients amid IHT changes
35,000 more families to be hit by child benefit charge
6 January 2026
HMRC sends warning as self-assessment customers are hit by scams
23 December 2025
IHT receipts on track for another record year
21 December 2025
Webinar on demand: Post November 2025 UK Budget deep dive
12 December 2025
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