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Economic and strategy viewpoint: Q3 2026
16 September 2026
Professional Paraplanner Awards 2026 – read the full supplement
1 September 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
From paraplanner to Plannerpal
6 January 2025
The Pension IHT countdown
15 September 2026
Rethinking income protection’s role in family financial planning
11 September 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Why entering for awards matters – even if you do not win
What the Bayeux Tapestry can teach us about succession
13 September 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
Paraplanner – Edinburgh – Flexible working – excellent benefits
Scotland
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
Three more speakers added to London Future Adviser line up
9 September 2026
Speakers announced for London Future Adviser event
7 September 2026
Cheltenham: Are you joining us in our new location on Wednesday 9 September?
2 September 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.
Chancellor’s options – what pain ahead for taxpayers?
23 September 2024
Chancellor of the Exchequer Rachel Reeves may have struck a positive tone in her speech at the Labour Party conference but pension savers and taxpayers remain wary of the signposted ‘painful’ Budget ahead. In her speech at the Labour conference, Chancellor Rachel Reeves stressed that “tough” decisions would need to be made to plug...
Increasing HMRC tax receipts spark further Budget speculation
Octopus launches IHT & estate planning support desk
16 September 2024
Parameters: How paraplanners see UK tax regime changing
7 September 2024
Dividend tax payers nearly double in 2 years
3 September 2024
20% pensioners to be dragged into higher/additional rate tax by 2027/28
31 August 2024
PM lays groundwork for ‘painful’ Budget
27 August 2024
Leaving a financial legacy and early retirement head long-term goals
HMRC’s ‘outdated approach’ sees £57m repaid
8 August 2024
Pensions and adviser charging
Helping your clients choose the right trustees
24 July 2026
Lives assured and investment bonds: Planning points to consider
31 July 2026
