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Growing prevalence of technology stocks in sustainable portfolios is a more complicated issue
22 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
IHT receipts rise turns the spotlight on onshore bonds and trusts
21 May 2026
Kicking the tax-free cash can down the road is not a one-size fits all approach
20 May 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Meet Bob: Why AI could boost financial advice, not replace it
Have you ever thought about becoming a Paraplanner?
15 May 2026
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 (4 days in office) – 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
Tech Insight Seminars off to a fab start – where next and where will you be joining us?
11 May 2026
Last chance to have your say in the Provider Awards for 2026
FINAL CALL: Deadline for individual Paraplanner Award entries is Monday 27 April
24 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.
Business property relief cut but VCTs looking good
30 October 2024
The government will be reducing the rate of business property relief from April 2026 to 50% in all circumstances for shares designated as “not listed” on the markets of a recognised stock exchange, such as AIM but introduced a new 20% inheritance tax on AIM shares. Eustace Santa Barbara co-manager of the IFSL Marlborough...
‘Business battering’ Budget
New rules will ‘eviscerate the non-dom tax base’ prediction
Ordinary and higher rate CGT hike ‘bitter blow’ to investors
IHT net spreading as property values rise around country
28 October 2024
Govt urged to avoid radical impact for older savers in Budget
25 October 2024
Prolonged Budget speculation negatively impacting clients, say paraplanners
24 October 2024
Budget pensions cash rush could exacerbate tax overpayment issue
What paraplanners think will happen in the Budget
23 October 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
Lasting power of attorneys – an essential component of a financial MOT
16 April 2026
