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Lifting the bonnet on active ETFs
23 April 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
The home is now in the inheritance tax plan
QROPS – some technical guidance for transferring a pension overseas
21 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Is the Suitability Report dead?
20 April 2026
Jo Campbell – On wellbeing
17 April 2026
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
Highlights from the Exeter Technical Insight Seminar plus upcoming dates
PP Awards 2026: Paraplanner Awards entries close midnight Monday 27 April
14 April 2026
New webinars for 2026: Quarterly tech cuppa with Les Cameron
7 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.
Inheritance tax functionality added to EVPro
15 November 2024
Financial services technology provider EV has added inheritance tax functionality to its end-to-end financial planning solution EVPro. The new functionality will provide advisers with an IHT liability illustration based on the immediate death of an individual or of both people in joint cases. It will enable advisers to factor in charitable donations, which are...
Praetura Growth VCT opens £10 million offering
One in 10 deaths subject to IHT by 2029/30
13 November 2024
Long term effect of the IHT NRB freeze
11 November 2024
Calculus launches post Budget Knowledge Intensive EIS fund
7 November 2024
FIG requires wealth restructuring for globally mobile
1 November 2024
Tax changes risk ‘stymying’ willingness to invest, warn key commentators
31 October 2024
Comment: Frozen IHT bands could make system ‘even more inequitable’
Pensions IHT reversal presents ‘substantial challenges’ for financial planning
30 October 2024
The growing importance of lifetime gifting
19 March 2026
Demystifying tax on GIAs: Essential guidance for paraplanners
26 March 2026
Putting money aside for minor children: What are the investment options?
1 April 2026
