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Assessing SpaceX through a sustainable investment lens
3 July 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
From paraplanner to Plannerpal
6 January 2025
Beware of the Bare
2 July 2026
Tool: Discover the most suitable trust or solution for your clients’ circumstances
30 June 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Wellbeing and the benefits paraplanning can bring
Three tips for the CII ‘AF’ exams
A Beginner’s Guide to the R0 Exams
30 September 2024
Suitability Consultant / Paraplanner – Excellent benefits – Remote working
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West 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 webinar: Quarterly cuppa and catch up with Les Cameron 24 June 12:30pm
16 June 2026
Warrington Tech Insight Seminar – new session announced from Gravis
10 June 2026
Awards 2026: Comments from our headline sponsor Standard Life
28 May 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.
A spotlight on: Flexible Reversionary Trusts
Until recently, Flexible Reversionary Trusts (FRTs) were not widely available, but changes to the inheritance tax (IHT) treatment of pensions have renewed interest in trusts that allow clients to reduce IHT exposure while retaining access to their savings. This is exactly what the FRT offers and it’s no wonder it’s Quilter’s most popular trust....
IHT reforms drive wealthy individuals out of the UK
25 May 2026
IHT receipts fall to £0.7 billion in April
Wes Streeting’s wealth tax could prove to be an own goal
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Loan Trusts
18 May 2026
IHT freeze to cost £270,000 by 2027/28
12 May 2026
Affluent savers gifting cash to reduce IHT bills
7 May 2026
Downing launches IHT calculator to support advisers
29 April 2026
