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Franklin Templeton launches Core Enhanced Equity range in UK
17 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
Jo Campbell – On wellbeing
CFA UK announces new Investment Business Award
A Beginner’s Guide to the R0 Exams
30 September 2024
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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.
Rising number of pensioners hit with income tax
12 March 2025
A growing number of pensioners are now paying income tax, with the state pension making up 95% of the personal allowance. Figures published by HM Revenue & Customs showed there were 7.13 million taxpayers of pension age for the 2022/23 tax year, an increase of 5.7% compared to the previous tax year. Given this...
HNWIs dub inheritance tax “unreasonably high”
Industry strongly opposed to IHT on pensions
11 March 2025
Potential pitfalls of paying grandchildren’s school fees
25 February 2025
IHT receipts reach £7 billion, putting government on track for another bumper year
21 February 2025
High-net-worth parents consider state education amid VAT on fees
The journey of a Venture Capital Trust
19 February 2025
Capital Gains Tax wields ‘serious muscle’ as it soars by 60%
17 February 2025
Cash ISA balances surge as savers seek tax protection
5 February 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
