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The evolution of the energy transition
12 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
Ellie Bailey: Finding her way
1 June 2026
From paraplanner to Plannerpal
6 January 2025
When and how to use pension withholding notices for Inheritance Tax
Economic abuse: What is it and who is at risk?
9 June 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Become a mentor and help shape the future of paraplanning
Test Your Knowledge: Questions June 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Suitability Consultant / Paraplanner – Excellent benefits – Remote working
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West 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
Warrington Tech Insight Seminar – new session announced from Gravis
10 June 2026
Awards 2026: Comments from our headline sponsor Standard Life
28 May 2026
Professional Paraplanner Tech Insight Seminars are heading to Cheltenham
26 May 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.
Reported IHT proposals threat to farms and small businesses
30 September 2023
Reports suggest that the Labour Party could include major changes to inheritance tax (IHT) exemptions1 – including business and agricultural reliefs – in its manifesto. Sian Steele, head of Tax at professional services and wealth management firm Evelyn Partners, comments on the potential effect this could have on farms and small businesses. IHT is one...
Unlocking the tax planning opportunity with business owners
26 September 2023
Certainty over taxation tops advice firms’ wish list
An end (to IHT) in sight?
25 September 2023
ISA allowance boost – is there a better way?
Octopus opens £20 million fundraise for two AIM VCTs
14 September 2023
IHT/BPR two-part webinar from TIME Investments: 20 & 27 Sept 2023
12 September 2023
GrowthInvest platform offers Hardman EIS Reviews free to users
Taking action on tax-free money risk for larger pension pots
6 September 2023
A spotlight on: Loan Trusts
18 May 2026
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Flexible Reversionary Trusts