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UK economy fails to grow in January
15 March 2026
International Women’s Day 2026 – Aleks Sasin at Navigatus: Quietly powerful
6 March 2026
Technical Manager: How we became part owners of our firm – Emily Corck, Mathews Comfort
27 October 2025
From paraplanner to Plannerpal
6 January 2025
Discounted Gift Trust vs Flexible Reversionary Trust: The right trust for the right client
10 March 2026
Early pension access in practice: Ill-health and serious ill-health explained
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
What financial professionals can learn from this year’s International Women’s Day
Goldilocks and the Three Chairs: The Investment Committee
5 March 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
Coming soon: The 2026 Professional Paraplanner Awards
12 March 2026
Get ready for Professional Paraplanner Awards 2026 – celebrating our tenth year
NEW: Future Adviser Manchester 2026 event and launch of our new Future Adviser site
9 March 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.
LTA ‘further minor technical changes’ leave advice firms in quandary
30 March 2024
HM Revenue & Customs is set to issue a second set of regulations changing the legislation on the lifetime allowance abolition, after it identified issues that will not be resolved by the time the new rules come into effect from 6 April 2024. In the Spring Budget 2023, Chancellor Jeremy Hunt announced that the...
Financial Wellbeing Report highlights financial concerns of affluent
25 March 2024
New approach to CGT planning needed
19 March 2024
Advisers’ pension policy wish list
16 March 2024
EIS and VCTs: Help your clients achieve their long-term investment goals
11 March 2024
Chancellor addresses holiday letting tax ‘distortion’
6 March 2024
Budget: What impact the heralded 2% NI cut?
Elsewhere in the Budget
Chancellor’s potential options for increasing voters’ income in Budget
29 February 2024
Understanding Personal Injury Trusts
26 February 2026
Investment bonds inside a discretionary trust: Who pays the tax?
19 February 2026
Choosing the right trust solution
5 February 2026
