Follow us
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.
Advisers’ pension policy wish list
16 March 2024
Advisers have expressed a strong desire for future Government reform when it comes to their retirement clients, a new survey from NextWealth on behalf of Aegon has revealed. According to the report ‘Managing Lifetime Wealth’, 25% of advisers would prioritise reforms that would lessen the tax burden on clients saving for retirement. Nearly a...
EIS and VCTs: Help your clients achieve their long-term investment goals
11 March 2024
Chancellor addresses holiday letting tax ‘distortion’
6 March 2024
Budget: What impact the heralded 2% NI cut?
Elsewhere in the Budget
Chancellor’s potential options for increasing voters’ income in Budget
29 February 2024
What paraplanners would like to see in the 2024 Spring Budget?
27 February 2024
What paraplanners think will happen in the Budget
26 February 2024
Hargreaves Lansdown sees high earner uptick into pensions
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
