Follow us
Clients willing to pay higher advice fees when value is clear
12 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
10 March 2026
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
Three days to go: The 2026 Professional Paraplanner Awards launch on Monday!
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
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.
What impact Consumer Duty on Business Relief?
23 May 2023
With the implementation date for Consumer Duty fast approaching, Rebecca Hodges at Ingenious considers how Business Relief (BR)-qualifying services may be impacted by the new regulatory framework. What does the new Consumer Principle “Must act to deliver good outcomes for retail customers” mean when applied to BR? Traditionally, financial plans are considered through the lens...
Canada Life launches Professional Trustee Service
Tax freeze drags more into higher rate tax bands
18 May 2023
NEW WEBINAR: R06: Practical exam guidance with July case studies: 19 June, 2023 – 12:30pm
15 May 2023
Lifetime Allowance abolition could prove short-lived
3 May 2023
People paying IHT doubles since 2019
HMRC pension tax refunds double year-on-year
27 April 2023
Could election politics drive IHT reform?
25 April 2023
‘Risky’ to plan on Budget pension changes, say advisers
24 April 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