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What’s driving markets right now?
24 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
Structured products – like marmite?
Topical and technical Q&As
23 July 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
What one paraplanner’s career reveals about advice environments
20 July 2026
Beyond technical knowledge: What really makes an excellent paraplanner?
16 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
New speaker for Manchester Technical Insight Seminar
One week on: The Professional Paraplanner Awards 2026
Winners of the Professional Paraplanner Awards 2026 – Provider Awards
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.
Aegon unveils new client reporting tool
1 July 2024
Aegon has announced the launch of Productreporting, a client reporting tool for financial advice firms across Aegon Retirement Choice (ARC) and One Retirement. Aegon said the introduction of this tool is the next step in Aegon’s plan to improve the overall user experience. It gives advisers and paraplanners access to detailed summaries of their...
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
Pensions and savings review popular with voters
19 June 2024
Reform’s tax ‘giveaways’ starts new fiscal conversation
18 June 2024
Vital tax, pensions and investment details missing from manifestos
17 June 2024
Labour’s pensions pledges
14 June 2024
Green Party pledges to raise NI, CGT and dividend taxes
Reading between lines on Labour’s tax policy
13 June 2024
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
