Follow us
Who would want to be a winner in the world cup?
6 July 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
From paraplanner to Plannerpal
6 January 2025
Beware of the Bare
2 July 2026
Tool: Discover the most suitable trust or solution for your clients’ circumstances
30 June 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Wellbeing and the benefits paraplanning can bring
Three tips for the CII ‘AF’ exams
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
PP webinar: Quarterly cuppa and catch up with Les Cameron 24 June 12:30pm
16 June 2026
Warrington Tech Insight Seminar – new session announced from Gravis
10 June 2026
Awards 2026: Comments from our headline sponsor Standard Life
28 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.
Govt urged to avoid radical impact for older savers in Budget
25 October 2024
abrdn is urging the government not to unveil radical policies that may impact older savers and investors, after its study revealed a generational divide between those with an appetite to save and invest. The asset manager’s Savings Ladder Index found that overall the nation’s propensity to save and invest was boosted by four percentage...
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
Chancellor urged to resist pension cash grab
Tax receipts up £11.1 billion ahead of the Budget
22 October 2024
How a tax threshold freeze to 2030 will impact pensioners
Pensions IHT charge could have big affect on savings behaviour
21 October 2024
Chancellor urged to commit to ‘Pensions Tax Lock’
18 October 2024
A spotlight on: Loan Trusts
18 May 2026
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Flexible Reversionary Trusts