Follow us
IHT reforms drive wealthy individuals out of the UK
25 May 2026
Emma & Kate at W2 Paraplanning: Perspectives shaped by four decades of change
13 April 2026
Phil Williams: From forensics to finance
23 March 2026
From paraplanner to Plannerpal
6 January 2025
IHT receipts rise turns the spotlight on onshore bonds and trusts
21 May 2026
Kicking the tax-free cash can down the road is not a one-size fits all approach
20 May 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Meet Bob: Why AI could boost financial advice, not replace it
22 May 2026
Have you ever thought about becoming a Paraplanner?
15 May 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
Paraplanner – Edinburgh – Flexible working (4 days in office) – excellent benefits
Scotland
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
Tech Insight Seminars off to a fab start – where next and where will you be joining us?
11 May 2026
Last chance to have your say in the Provider Awards for 2026
FINAL CALL: Deadline for individual Paraplanner Award entries is Monday 27 April
24 April 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.
Could election politics drive IHT reform?
25 April 2023
The government may consider “crowd-pleasing” inheritance tax reforms to boost their chances of winning the next election but it would have a sharp impact on Treasury coffers, says Quilter. There has been speculation that the Government may look to cut inheritance tax as an election manifesto pledge, with more people being caught by inheritance...
‘Risky’ to plan on Budget pension changes, say advisers
24 April 2023
Why wills are essential for co-habiting couples
19 April 2023
Pension changes driving client enquiries
15 April 2023
Will CGT drive asset disposals ahead of April 2024?
VCTS pull in over £1bn for second year running
13 April 2023
Les Cameron – what to expect at the Technical Insight Seminars
500 doctors have overpaid £17.7m in LTA charges
12 April 2023
Flexible pension withdrawals spike time to ‘stop and think’
10 April 2023
Putting money aside for minor children: What are the investment options?
1 April 2026
Part or segment surrender – which gives the better outcome?
8 April 2026
Lasting power of attorneys – an essential component of a financial MOT
16 April 2026