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Generating reliable income in a changing rate environment
6 March 2026
International Women’s Day 2026 – Aleks Sasin at Navigatus: Quietly powerful
Technical Manager: How we became part owners of our firm – Emily Corck, Mathews Comfort
27 October 2025
From paraplanner to Plannerpal
6 January 2025
Inheritance tax and pensions when unmarried
3 March 2026
Avoid the sneaky seven tax traps for higher rate taxpayers
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
One day to go: Why you won’t want to miss our Investment Committee Seminar
25 February 2026
A note from our Editor: Why I hope to see you on 5th March
18 February 2026
AI Technology That Could Change Financial Advice – new webinar 24 February 2026
4 February 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.
Pensions tax rules reform needed say paraplanners
27 February 2023
Nearly half of paraplanners (49%) believe the pensions tax rules need reforming but the vast majority do not believe the Government will act, according to Professional Paraplanners latest Parameters survey. Just under a third (32%) believe no reforms are needed, while 19% were unsure. The adoption of a simpler pension tax relief system was considered...
Govt called to act on MPAA to get 50+ back to work
22 February 2023
Treasury fills coffers from Income Tax and IHT takes
21 February 2023
HMRC sees record high CGT receipts as tax allowance window closes
EIS proving more popular than VCTs
Carry forward – where do people go wrong?
19 February 2023
Could labour market gaps prompt pension tax raid?
18 February 2023
Webinar: Taking a closer look at the State Pension
15 February 2023
‘Time to change this draconian pension rule’
14 February 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