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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.
Property prices push more estates into IHT bracket
11 January 2023
Property price rises are pushing more estates into paying inheritance tax , with property constituting half the wealth of estates paying inheritance tax (IHT) in London, according to Just Group. A Freedom of Information request from the retirement specialist showed that in 2019-20 property accounted for 50% of the wealth of estates in London...
Transact launches IHT Index to help track client liabilities
10 January 2023
Why client IHT planning is ever more essential
5 January 2023
Latest HMRC receipts show £32bn increase
21 December 2022
Pre-nuptial awareness in financial planning
19 December 2022
One way to get your client’s RNRB back
18 December 2022
Financial planning points post the Autumn Statement
7 December 2022
Tax freeze equates to income tax at 23.5% calculation shows
5 December 2022
Estate planning is the big opportunity of 2023
21 November 2022
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
