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Women lag men in investment confidence
10 March 2026
International Women’s Day 2026 – Aleks Sasin at Navigatus: Quietly powerful
6 March 2026
Technical Manager: How we became part owners of our firm – Emily Corck, Mathews Comfort
27 October 2025
From paraplanner to Plannerpal
6 January 2025
Discounted Gift Trust vs Flexible Reversionary Trust: The right trust for the right client
Early pension access in practice: Ill-health and serious ill-health explained
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
What financial professionals can learn from this year’s International Women’s Day
Goldilocks and the Three Chairs: The Investment Committee
5 March 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Paraplanner – Hybrid – based in Birmingham or Market Harborough – excellent benefits – £33,000-42,000
Birmingham
Paraplanning Manager – Competitive salary – Hybrid position (based in Darlington)
North East 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
Get ready for Professional Paraplanner Awards 2026 – celebrating our tenth year
NEW: Future Adviser Manchester 2026 event and launch of our new Future Adviser site
9 March 2026
One day to go: Why you won’t want to miss our Investment Committee Seminar
25 February 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.
55% increase in additional rate tax payers
1 July 2023
The Chancellor’s tax freeze will see thousands more UK earners forced to pay higher income tax this year, according to HM Revenue & Customs’ latest figures. The number of higher rate taxpayers is forecast to increase to 5.6 million in the 2023-24 tax year, while the number of additional rate taxpayers will rise by 55%...
Radical plans to reform UK tax system published
29 June 2023
Tax changes and investable capital
28 June 2023
Comment: Close the tax gaps rather than tax by stealth
24 June 2023
Don’t expect IHT reform as Treasury receipts continue to rise
21 June 2023
Further LTA uncertainty
18 June 2023
How venture capital via tax-efficient investments can lead to good client outcomes under Consumer Duty
13 June 2023
Could these personal finance reforms win the next election?
8 June 2023
Complex tax system risks more late fee fines
23 May 2023
Understanding Personal Injury Trusts
26 February 2026
Investment bonds inside a discretionary trust: Who pays the tax?
19 February 2026
Choosing the right trust solution
5 February 2026
