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New government, same fiscal constraints
26 August 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
From paraplanner to Plannerpal
6 January 2025
The danger from overseas
Matching protection to the inheritance tax liability
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Paraplanning: Report specialist or all-rounder?
25 August 2026
Test your knowledge: Answers August 2026
17 August 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 – 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
Paraplanner Team Leaders: Join us on 12 November 2026
24 August 2026
Professional Paraplanner’s Future Adviser event is returning to London
Cheltenham: Are you joining us in our new location?
10 August 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 these personal finance reforms win the next election?
8 June 2023
What personal finance policy reforms could the Tories put forward to drum up election support? Rachael Griffin, tax and financial planning expert at Quilter, sets out five personal finance policies the Tories could use in a bid to win favour. Prime Minister Rishi Sunak is rumoured to be planning a significant 2p cut to...
Complex tax system risks more late fee fines
23 May 2023
What impact Consumer Duty on Business Relief?
Canada Life launches Professional Trustee Service
Tax freeze drags more into higher rate tax bands
18 May 2023
NEW WEBINAR: R06: Practical exam guidance with July case studies: 19 June, 2023 – 12:30pm
15 May 2023
Lifetime Allowance abolition could prove short-lived
3 May 2023
People paying IHT doubles since 2019
HMRC pension tax refunds double year-on-year
27 April 2023
Pensions and adviser charging
Helping your clients choose the right trustees
24 July 2026
Lives assured and investment bonds: Planning points to consider
31 July 2026
