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Advisers urged to include family members in retirement planning
17 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
Understanding the normal expenditure out of income exemption
The Pension IHT countdown
15 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
16 September 2026
What the Bayeux Tapestry can teach us about succession
13 September 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
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.
Income tax thresholds frozen until 2031
26 November 2025
The Chancellor has announced that income tax thresholds will be frozen until the 2030-31 tax year. The Conservative Government first introduced the thresholds freeze in 2021, with the freeze expected to last until 2028. However, Rachel Reeves has extended the freeze for a further three years as she seeks to plug a multi-billion pound...
Chancellor confirms ‘mansion tax’ on properties over £2 million
IHT a ‘goldmine’ for Treasury as receipts hit £5.2 billion
23 November 2025
CGT liabilities triggers jump in the number of clients needing support
20 November 2025
Number of wealthy people leaving the UK set to rise
18 November 2025
Comment: Income tax thresholds meant to provide protection against fiscal drag, not used as a tool to raise more revenue
16 November 2025
WBR Group launches IHT calculator ahead of legislative changes
13 November 2025
Rathbones urges government to foster aspiration and protect those driving growth
12 November 2025
What impact a 1p Income Tax rise?
10 November 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
