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The clean energy tailwind gathers pace
14 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
ISA reform 2027: Anti-circumvention rules explained
13 July 2026
Supporting families after the death of a client
8 July 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test Your Knowledge: Answers July 2026
Test Your Knowledge: Questions July 2026
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
The wait is nearly over: The Professional Paraplanner Awards 2026
Future Adviser: A date for your Autumn diary
PP webinar: Quarterly cuppa and catch up with Les Cameron 24 June 12:30pm
16 June 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.
Automatic Exchange of Information: What do investment platforms require and why?
28 April 2026
Automatic Exchange of Information (AEOI) is a regulatory requirement that often operates in the background but has a direct influence on how investment platforms manage accounts. In this next article from Quilter, they look at what AEOI is and, what is required. Understanding these obligations and in particular the information that must be disclosed...
Pension overtaxation claims hits £1.6 billion since 2015
26 April 2026
Inheritance tax receipts continue record streak
23 April 2026
Three in five adults confused by IHT rules
22 April 2026
Chesnara Life expands adviser support amid IHT changes
20 April 2026
Unmarried couples, divorcees and single farmers could face extra IHT challenges
Lasting power of attorneys – an essential component of a financial MOT
16 April 2026
Families risk inheritance tax hurdles by not keeping records of gifts
15 April 2026
Part or segment surrender – which gives the better outcome?
8 April 2026
A spotlight on: Loan Trusts
18 May 2026
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Flexible Reversionary Trusts
28 May 2026
