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Millions of homeowners headed for retirement income shortfall despite vast property wealth
16 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
How dividend and NI changes are reshaping profit extraction
Frozen nil rate bands: Why earlier planning matters more than ever for your clients
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Neurodiversity in paraplanning: A paraplanner’s perspective
15 June 2026
Become a mentor and help shape the future of paraplanning
12 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
PP webinar: Quarterly cuppa and catch up with Les Cameron 24 June 12:30pm
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.
IHT receipts continue upward march
22 March 2026
Inheritance tax receipts rose to £7.7 billion between April 2025 and February 2026, data from HM Revenue & Customs has revealed. The figure marks a £0.1 billion increase on the same period of the previous year. With just one month of tax receipts left to be collected in the current financial year, inheritance tax...
The growing importance of lifetime gifting
19 March 2026
The Institute of Economic Affairs calls for the abolition of inheritance tax
17 March 2026
Inheritance tax reforms drive demand for ‘gifting with control’ strategies
16 March 2026
The benefits of investing early
Over half of advised clients more anxious about tax than a year ago
10 March 2026
CGT cuts prompts advisers to overhaul planning strategies
160,000 more people set to lose tax-free allowance this year
8 March 2026
Five steps to prepare for pensions coming into scope of IHT
5 March 2026
A spotlight on: Loan Trusts
18 May 2026
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Flexible Reversionary Trusts
