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Mills Review underlines importance of AI regulatory oversight
6 July 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
Beware of the Bare
2 July 2026
Tool: Discover the most suitable trust or solution for your clients’ circumstances
30 June 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Wellbeing and the benefits paraplanning can bring
Three tips for the CII ‘AF’ exams
A Beginner’s Guide to the R0 Exams
30 September 2024
Suitability Consultant / Paraplanner – Excellent benefits – Remote working
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West 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 webinar: Quarterly cuppa and catch up with Les Cameron 24 June 12:30pm
16 June 2026
Warrington Tech Insight Seminar – new session announced from Gravis
10 June 2026
Awards 2026: Comments from our headline sponsor Standard Life
28 May 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.
Latest HMRC receipts show £32bn increase
21 December 2022
Receipts from Income Tax and National Insurance payments from April to November 2022 reached £251.4bn – an increase of £31.8bn compared to the same period a year earlier. While HMRC has said the spike in receipts in November 2022 is due to a small number of higher-value payments than usual, the rise “will no...
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
Autumn Statement: IHT tax take to rise
18 November 2022
Autumn Statement: The effect on income tax
Autumn Statement: Investors and entrepreneurs under fire
A spotlight on: Loan Trusts
18 May 2026
A spotlight on: Discounted Gift Trusts
21 May 2026
A spotlight on: Flexible Reversionary Trusts
