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Simpler rules, same scrutiny: What the FCA’s capital changes really mean
1 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
Normal Minimum Pension Age – the fog clears
30 April 2026
Topical and technical questions and answers
27 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Three reasons why candidates do not pass R06
What’s really happening in the paraplanner market in 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
Risk, retirement and an effective CRP in an aging world – hear more at our Oxford Tech Insight Seminar
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.
Chancellor’s options – what pain ahead for taxpayers?
23 September 2024
Chancellor of the Exchequer Rachel Reeves may have struck a positive tone in her speech at the Labour Party conference but pension savers and taxpayers remain wary of the signposted ‘painful’ Budget ahead. In her speech at the Labour conference, Chancellor Rachel Reeves stressed that “tough” decisions would need to be made to plug...
Increasing HMRC tax receipts spark further Budget speculation
Octopus launches IHT & estate planning support desk
16 September 2024
Parameters: How paraplanners see UK tax regime changing
7 September 2024
Dividend tax payers nearly double in 2 years
3 September 2024
20% pensioners to be dragged into higher/additional rate tax by 2027/28
31 August 2024
PM lays groundwork for ‘painful’ Budget
27 August 2024
Leaving a financial legacy and early retirement head long-term goals
HMRC’s ‘outdated approach’ sees £57m repaid
8 August 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
