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More than 12 million at risk of pension poverty
13 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
The end of upward‑only rent reviews
Interaction of Income tax and IHT on Pensions post April 2027
8 May 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test Your Knowledge: Questions May 2026
11 May 2026
Test Your Knowledge: Answers May 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
Tech Insight Seminars off to a fab start – where next and where will you be joining us?
Last chance to have your say in the Provider Awards for 2026
Risk, retirement and an effective CRP in an aging world – hear more at our Oxford Tech Insight Seminar
30 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.
Public school parents seek alternatives ahead of potential fees hike
20 July 2024
The number of online searches for homeschooling has surged by 300% since Labour won the election, following the party’s pledge to introduce a 20% VAT on private school fees, according to data extracted by Digital PR Agency. The results also revealed that Google searches for ‘Pros and cons of homeschooling’ rose by 200% between...
Tax trap waiting for ‘unretired’ over 55s
10 July 2024
Call for Labour to prioritise Inheritance Tax reform
8 July 2024
Pensions policy – will Labour deliver on its promises?
5 July 2024
Should Labour win the election… tax, pensions and investment
2 July 2024
ISA sales benefit from income tax creep
1 July 2024
Aegon unveils new client reporting tool
More people dragged into higher rate tax band – HMRC data
29 June 2024
HMRC’s IHT tax take likely to continue or increase in years ahead
22 June 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
