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Bond markets react to Labour losses
8 May 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
Which type of trust is best?
7 May 2026
Lasting power of attorneys – an essential component of a financial MOT
5 May 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Would you recognise if a client’s objectives were shaped by social media?
Beyond Level 4: What should progression in paraplanning look like?
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
Birmingham
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
Risk, retirement and an effective CRP in an aging world – hear more at our Oxford Tech Insight Seminar
30 April 2026
FINAL CALL: Deadline for individual Paraplanner Award entries is Monday 27 April
24 April 2026
Highlights from the Exeter Technical Insight Seminar plus upcoming dates
21 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.
Treasury Committee launches Lifetime ISA review
8 January 2025
The Treasury Committee has launched a review of the Lifetime ISA to see if it remains fit for purpose nine years after its creation. The LISA was introduced in the 2016 Budget by former Chancellor George Osborne with the aim of providing an alternative method of tax-free saving for retirement, while simultaneously encouraging people...
Savers and investors face ‘punishing’ self-assessment tax bills
7 January 2025
Eight in 10 concerned about tax increases
Divorce: navigating the financial implications
IHT post-Budget: Savers look to balance retirement saving & wealth transfer
17 December 2024
78% of paraplanners say workload has increased in past year
13 December 2024
Paraplanners expect further tax rises from Labour
11 December 2024
Royal London launches IHT second life cover option
9 December 2024
Pro-active planning needed as fiscal burden of tax reliefs revealed
5 December 2024
Putting money aside for minor children: What are the investment options?
1 April 2026
Part or segment surrender – which gives the better outcome?
8 April 2026
16 April 2026
