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Later life lending capability can add £760,000 to firm value per year
14 April 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
Forgotten tax relief
Incapacity clauses are essential in a SSAS trust deed
7 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test Your Knowledge: Questions April 2026
Test Your Knowledge: Answers April 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
PP Awards 2026: Paraplanner Awards entries close on Friday 24th April
New webinars for 2026: Quarterly tech cuppa with Les Cameron
M&G: ‘Better together? Structure Matters!’ Session for PP Tech Insight Seminars confirmed
2 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.
Tax savings for small business owners in cost of living crisis
20 September 2022
With over half of small and medium sized businesses (SMEs) set to decline or close over the next year as the cost of living crisis continues, business owners can look to weather the storm with a range of tax benefits available. According to the Federation of Small Businesses, 53% of SMEs in the UK...
Helping clients plan using EIS
17 September 2022
PM called on to use EIS to support UK business
8 September 2022
How Bobbie’s adviser helped her following the sale of her buy-to-let property
4 September 2022
EIS, VCTs and BPR – not just for the mega wealthy
30 August 2022
National IFA launches Tax Efficient Alternative Investment panel
29 August 2022
Family inheritance disputes on the rise
EIS, BPR and AIM ISAs increasingly important as HMRC’s IHT receipts rise
26 August 2022
HMRC receipts re-emphasise need for IHT planning
20 August 2022
The growing importance of lifetime gifting
19 March 2026
Demystifying tax on GIAs: Essential guidance for paraplanners
26 March 2026
Putting money aside for minor children: What are the investment options?
1 April 2026
