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Menopause impacts women’s long-term financial wellbeing
22 October 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
Mind the two-year gap
LTA transition rules: Comparing TTFACs and transitional calculations
19 October 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Where have all the junior paraplanners gone?
21 October 2026
Supporting the next generation of paraplanners
Exam focus: What order to take your CII exams?
14 January 2025
Experienced Paraplanner – up to £60,000 depending on experience – excellent benefits
London (Central)
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
Join us in Reading for our final Technical Insight Seminar of 2026
A post-Budget debrief with Paul Squirrell
12 October 2026
AI in paraplanning: An honest discussion for team leaders at our November event
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.
IHT calculator launched by HSBC Life
6 May 2024
HSBC Life UK has launched an IHT calculator as part of its support services for advisers and paraplanners, which enables calculation of IHT liabilities based on future estate value and gifting plans. Recent HMRC data shows that total IHT (inheritance tax) receipts for April 2023 to March 2024 climbed to £7.5 billion – £0.4bn...
£1.2bn in reclaims for overtaxed pension withdrawals ‘unacceptable’
1 May 2024
HMRC increasingly rejecting SSAS, warns AMPS
30 April 2024
Delays and cost increase add to UK probate issues
24 April 2024
Tax code errors costing taxpayers nearly £6bn
23 April 2024
HMRC advises some delay taking benefits until LTA rules fixed
6 April 2024
LTA ‘further minor technical changes’ leave advice firms in quandary
30 March 2024
Financial Wellbeing Report highlights financial concerns of affluent
25 March 2024
New approach to CGT planning needed
19 March 2024
Top slicing relief: The pre-flight checks for paraplanners
3 September 2026
Why onshore bond gains come with a tax credit
17 September 2026
Trustee delegation: What can trustees do and are there restrictions?
24 September 2026
