Follow us
Taking the leap: Incorporating climate in core investment-grade allocations
4 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
Investing for Children: Looking Beyond the Junior ISA
Cheltenham: Are you joining us in our new location on Wednesday 9 September?
2 September 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
A paraplanner’s checklist ahead of the 2027 inheritance tax changes
3 September 2026
Neurodiversity and the future of financial planning
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
Paraplanner Team Leaders: Join us on 12 November 2026
24 August 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.
Number of families reclaiming overpaid IHT on property losses doubles
17 August 2026
The number of families reclaiming overpaid inheritance tax because of losses on property sales doubled last year, figures from NFU Mutual have shown. A Freedom of Information request to HM Revenue & Customs showed the number of estates that successfully claimed overpaid IHT for losses on property sales doubled from 5,070 in the tax...
Savings accounts triggering a tax bill soars
16 August 2026
Life chances depend on family wealth
13 August 2026
Number of over-65s paying tax on savings income quadruples in four years
10 August 2026
Inheritance tax liabilities hit £7 billion
2 August 2026
Lives assured and investment bonds: Planning points to consider
31 July 2026
IHT clients getting younger amid growing tax burden
30 July 2026
Gender tax gap narrows but pensions and investments lag behind
27 July 2026
Pension savers turn to gifting as IHT pension changes loom
Pensions and adviser charging
Helping your clients choose the right trustees
24 July 2026
