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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.
High-net-worth parents choose charities over children amid inheritance concerns
6 August 2025
Wealthy parents are increasingly donating more to charities amid concerns over rising inheritance tax bills and the impact of leaving too much money to their children. A study by Rathbones of high-net worth parents with an average wealth of more than £3 million found 75% believe that leaving too big an inheritance can be...
Savers paying tax on interest quadruples as frozen allowances take their toll
5 August 2025
Pensions IHT to boost later life lending
3 August 2025
HMRC refunds £48.7m pension tax overpayments ahead of new system
Data show more estates being pulled into IHT net
1 August 2025
Four in 10 worried about IHT on pensions
28 July 2025
Consolidation in UK REITs will lead to higher returns for investors
23 July 2025
IHT receipts reach £2.2 billion in three months
22 July 2025
One in 10 estates paying more than £500,000 in inheritance tax
21 July 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
