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The evolution of the energy transition
12 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
Ellie Bailey: Finding her way
1 June 2026
From paraplanner to Plannerpal
6 January 2025
When and how to use pension withholding notices for Inheritance Tax
Economic abuse: What is it and who is at risk?
9 June 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Become a mentor and help shape the future of paraplanning
Test Your Knowledge: Questions June 2026
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
Warrington Tech Insight Seminar – new session announced from Gravis
10 June 2026
Awards 2026: Comments from our headline sponsor Standard Life
28 May 2026
Professional Paraplanner Tech Insight Seminars are heading to Cheltenham
26 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.
Octopus Investments opens £5m fundraise for Future Generations VCT
4 February 2025
Octopus Investments has opened a new £5 million fundraise for the Octopus Future Generations Venture Capital Trust. The investments made through the VCT are aligned with one of three core investment themes that run through the Octopus business; building a sustainable planet; empowering people to create a fairer and more equitable society; or revitalising...
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
Parameters: Post Budget environment and changes to client reviews
18 January 2025
Probate delays soar by 134% in three years
16 January 2025
AJ Bell urges government to rethink IHT on pensions
9 January 2025
A spotlight on: Loan Trusts
18 May 2026
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Flexible Reversionary Trusts
