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    3 November 2026

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  • Professional Paraplanner Awards 2026 – read the full supplement

    1 September 2026

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  • How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership

    29 June 2026

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Most viewed profile

  • From paraplanner to Plannerpal

    6 January 2025

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Latest Technical Zone

  • Closing a client’s company? 5 checks for paraplanners

    3 November 2026

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  • Being an executor: An honour and a responsibility

    2 November 2026

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Most viewed Technical Zone

  • How higher earners can use gilts for tax-efficient ‘savings’

    11 February 2025

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  • How AI is really changing paraplanning

    2 November 2026

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  • 2025 AWARDS Reviewed – Winner interviews, pictures, profiles

    18 December 2025

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  • 2024 Professional Paraplanner Awards – Celebrating this year’s winners

    7 October 2024

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  • Professional Paraplanner Awards 2023

    15 August 2023

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Latest events

  • Autumn Budget delivered – but what does it all mean? Join us for our post-Budget webinar

    28 October 2026

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    21 October 2026

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  • A post-Budget debrief with Paul Squirrell

    12 October 2026

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Welcome to the Tax and Trusts Zone

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.

  • Affluent clients anxious about future tax policy

    27 September 2026

    Affluent clients are concerned about the future direction of UK tax policy as the Autumn Budget approaches, warns Rathbones. According to the wealth manager, many are increasingly worried about the cumulative impact of possible changes affecting pensions, inheritance tax, capital gains tax and other areas of personal taxation. Almost three in five (58%) ranked...

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  • Trustee delegation: What can trustees do and are there restrictions?

    24 September 2026

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  • Two-thirds of people concerned Budget tax rises could affect them

    23 September 2026

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  • Royal London launches IHT planning framework ahead of upcoming reforms

    22 September 2026

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  • Why onshore bond gains come with a tax credit

    17 September 2026

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  • IHT concerns drive rise in gifting and spending

    10 September 2026

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  • Executors left in the dark as pensions prepare to become part of IHT

    9 September 2026

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  • Taxes prompt six in 10 millionaire investors to consider leaving UK

    8 September 2026

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  • Wealth managers must consider wider range of IHT planning options

    7 September 2026

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Tax & Trusts Zone - Editors Picks

  • Top slicing relief: The pre-flight checks for paraplanners

    3 September 2026

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  • Why onshore bond gains come with a tax credit

    17 September 2026

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  • Trustee delegation: What can trustees do and are there restrictions?

    24 September 2026

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