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Multi-asset fund review: Hawksmoor Vanbrugh Fund
23 October 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
Mind the two-year gap
22 October 2026
LTA transition rules: Comparing TTFACs and transitional calculations
19 October 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Where have all the junior paraplanners gone?
21 October 2026
Supporting the next generation of paraplanners
Exam focus: What order to take your CII exams?
14 January 2025
Experienced Paraplanner – up to £60,000 depending on experience – excellent benefits
London (Central)
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
Join us in Reading for our final Technical Insight Seminar of 2026
A post-Budget debrief with Paul Squirrell
12 October 2026
AI in paraplanning: An honest discussion for team leaders at our November event
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.
Inheritance tax receipts climb £3.7 billion in five months
21 September 2025
Inheritance tax receipts raised £3.7 billion between April and August 2025, official data from HM Revenue & Customs shows. The figure is £0.2 billion higher than the same period of last year – a rise of 5.7%. A long-standing freeze on nil-rate bands coupled with rising property prices have seen a greater number of...
House of Lords set to scrutinise IHT on pensions
18 September 2025
Pensioners face staggering £2.5 billion tax bill on savings interest
8 September 2025
Webinar on demand: Retirement Income Planning: Decumulation strategies
2 September 2025
Clients should consider “lesser-known” strategies to reduce IHT liability ahead of policy changes
1 September 2025
Record amounts in workplace pensions could catch Chancellor’s eye
25 August 2025
IHT on pensions poses Consumer Duty challenge for advisers
21 August 2025
IHT on pensions pre-55 slammed for being “unbelievably unfair”
13 August 2025
A lifetime gifting cap risks stifling intergenerational support, warns industry
Top slicing relief: The pre-flight checks for paraplanners
3 September 2026
Why onshore bond gains come with a tax credit
17 September 2026
Trustee delegation: What can trustees do and are there restrictions?
24 September 2026
