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Later life lending capability can add £760,000 to firm value per year
14 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
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
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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.
TISA urges government to consider alternative approaches to IHT on pensions
14 July 2025
Alternative approaches to the Government’s proposal to bring pensions into the scope of inheritance tax could raise similar revenue while reducing the burden on grieving families, a new report has found. Research from The Investing and Saving Alliance (TISA) outlines two models that meet the Government’s revenue and policy objectives, while avoiding the risk...
Unexpected fall in GDP raises fears of tax hikes
13 July 2025
IHT on pensions dubbed most unpopular tax-raising measure
7 July 2025
Number of pensioners paying income tax surges
26 June 2025
AJ Bell urges Govt to rethink IHT on pensions as advisers strongly oppose plans
25 June 2025
IHT receipts continue upward march
22 June 2025
Spending Review stokes fear of tax hikes
11 June 2025
Rising number of clients concerned about intergenerational planning
4 June 2025
Over half of people in the dark about inheritance tax changes
3 June 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