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Women lag men in investment confidence
10 March 2026
International Women’s Day 2026 – Aleks Sasin at Navigatus: Quietly powerful
6 March 2026
Technical Manager: How we became part owners of our firm – Emily Corck, Mathews Comfort
27 October 2025
From paraplanner to Plannerpal
6 January 2025
Discounted Gift Trust vs Flexible Reversionary Trust: The right trust for the right client
Early pension access in practice: Ill-health and serious ill-health explained
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
Get ready for Professional Paraplanner Awards 2026 – celebrating our tenth year
NEW: Future Adviser Manchester 2026 event and launch of our new Future Adviser site
9 March 2026
One day to go: Why you won’t want to miss our Investment Committee Seminar
25 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.
End of tax year tips #5: Act now and your client will thank you later
10 March 2022
The Brand Financial Training team offer 6 top tips to check off against your list when planning for the end of the tax year. It does not seem like five minutes since we ushered in the 2021/22 tax year, which didn’t seem to change much of anything. Yet it’s now 11 months later and here...
Concerns re ISA IHT awareness – Octopus research
Royal Will reveals ways to keep assets private
3 March 2022
Tax and NI receipts continue to rise
24 February 2022
Younger home buyers fear IHT most
21 February 2022
Handle with care: Cryptoassets as trust-assets
How EU Succession Regulation will effect holiday homes abroad
18 February 2022
VCT/EIS growth capital – AIM or private companies?
8 February 2022
Increased VCT investor appetite expected as economy builds back
7 February 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
