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Assessing SpaceX through a sustainable investment lens
3 July 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
From paraplanner to Plannerpal
6 January 2025
Beware of the Bare
2 July 2026
Tool: Discover the most suitable trust or solution for your clients’ circumstances
30 June 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Wellbeing and the benefits paraplanning can bring
Three tips for the CII ‘AF’ exams
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
PP webinar: Quarterly cuppa and catch up with Les Cameron 24 June 12:30pm
16 June 2026
Warrington Tech Insight Seminar – new session announced from Gravis
10 June 2026
Awards 2026: Comments from our headline sponsor Standard Life
28 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.
Certainty over taxation tops advice firms’ wish list
26 September 2023
Royal London research has found financial advisers are more interested in certainty over taxation than any of the other recent pension consultations. When asked which area of government policy and regulation was of most interest to them and their clients, 61% of the 99 advisers on the Royal London research panel who responded, want...
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
Survey highlights younger adults retirement planning need
31 August 2023
Shared financial decisions increase retirement prospects
24 August 2023
A spotlight on: Loan Trusts
18 May 2026
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Flexible Reversionary Trusts
