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Three in five adults confused by IHT rules
22 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
QROPS – some technical guidance for transferring a pension overseas
21 April 2026
Trust registration in 2026: What you need to know
20 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Is the Suitability Report dead?
Jo Campbell – On wellbeing
17 April 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Paraplanner – Hybrid – based in Birmingham or Market Harborough – excellent benefits – £33,000-42,000
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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
Highlights from the Exeter Technical Insight Seminar plus upcoming dates
PP Awards 2026: Paraplanner Awards entries close midnight Monday 27 April
14 April 2026
New webinars for 2026: Quarterly tech cuppa with Les Cameron
7 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.
The journey of a Venture Capital Trust
19 February 2025
For professional advisers only. Not to be relied upon by retail clients. The journey of a Venture Capital Trust and the Octopus Future Generations VCT Venture Capital Trusts (VCTs) were introduced in 1995 to support the UK’s fledgling, entrepreneurial companies with vital capital growth. In the 30 years since launching, VCTs have delivered more...
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
Octopus Investments opens £5m fundraise for Future Generations VCT
4 February 2025
Chancellor’s proposed changes to non-dom rules ‘do not go far enough’, say wealth managers
24 January 2025
HMRC failures ‘damage faith’ in tax system
23 January 2025
IHT on pensions risks creating ‘significant problems’, warns industry
22 January 2025
IHT receipts hit £6.3 billion, leaving Treasury on track for record year
Broadstone calls for exemptions on pensions IHT
20 January 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