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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.
Five reasons VCTs make sense for your clients and your business
24 February 2024
Sponsored article For professional advisers and paraplanners only. Not to be relied on by retail clients. By Jess Franks, Head of investment products at Octopus Investments Venture Capital Trusts (VCTs) might not be something you recommend every day, but they warrant attention. Read on to find out why. There’s certainly good appetite from advisers...
Do HMRC and ONS data provide clues to Budget tax cuts?
21 February 2024
Four questions to ask a VCT manager
12 February 2024
Digital application service for VCTs launched
5 February 2024
Women achieving greater financial resilience
29 January 2024
Flexible withdrawal tax situation arcane and unacceptable
27 January 2024
Record IHT receipts prompt further abolition speculation
24 January 2024
Canada Life shifts focus from onshore to offshore bonds
Defaqto adds AIM and Business Relief ratings
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
