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Later life lending capability can add £760,000 to firm value per year
14 April 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
Forgotten tax relief
Incapacity clauses are essential in a SSAS trust deed
7 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test Your Knowledge: Questions April 2026
Test Your Knowledge: Answers April 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
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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 Awards 2026: Paraplanner Awards entries close on Friday 24th April
New webinars for 2026: Quarterly tech cuppa with Les Cameron
M&G: ‘Better together? Structure Matters!’ Session for PP Tech Insight Seminars confirmed
2 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.
AIC calls for immediate reinstatement of 30% VCT income tax relief
2 March 2026
The Association of Investment Companies has called on the Government to immediately reinstate the 30% upfront income tax relief on venture capital trusts in the Finance Bill. The Government plans to reduce the relief from 30% to 20% from 6 April, alongside an increase in the maximum amount VCTs can invest in a business....
Understanding Personal Injury Trusts
26 February 2026
Capital Gains Tax receipts soar 69% in January 2026
Inheritance tax investigations jump 33% in three years
24 February 2026
IHT receipts on track for bumper year
22 February 2026
Investment bonds inside a discretionary trust: Who pays the tax?
19 February 2026
More than a third of HNWIs considering relocating to lower-tax jurisdictions
18 February 2026
Number of teachers paying higher-rate tax jumps 147% in five years
11 February 2026
Families driven to insure themselves against growing IHT burden
10 February 2026
The growing importance of lifetime gifting
19 March 2026
Demystifying tax on GIAs: Essential guidance for paraplanners
26 March 2026
Putting money aside for minor children: What are the investment options?
1 April 2026
