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More than 12 million at risk of pension poverty
13 May 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
The end of upward‑only rent reviews
Interaction of Income tax and IHT on Pensions post April 2027
8 May 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test Your Knowledge: Questions May 2026
11 May 2026
Test Your Knowledge: Answers May 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
Tech Insight Seminars off to a fab start – where next and where will you be joining us?
Last chance to have your say in the Provider Awards for 2026
Risk, retirement and an effective CRP in an aging world – hear more at our Oxford Tech Insight Seminar
30 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.
Deadline for registering onshore bonds in trust
14 June 2022
HSBC has urged paraplanners and advisers to ensure trustees are focussed on the Government’s new Trust Registration deadline to avoid being fined. Advisers who have written onshore investment bonds in trust for clients will find those clients affected by the new rules, created as part of a shake-up of anti-money laundering regulations. The new rules mean...
The families being impacted by inheritance tax
13 June 2022
Rising IHT receipts flag need for diversification
More clients will be affected by IHT and Business Relief could help
14 May 2022
HMRC’s CGT receipts continue to climb
9 May 2022
Managing the death of a business owner
18 April 2022
Are you ready for the new beneficiaries of wealth?
12 April 2022
Ingenious estate planning service offers free BPR IHT insurance
6 April 2022
Key personal finance changes in the new tax year
2 April 2022
Putting money aside for minor children: What are the investment options?
1 April 2026
Part or segment surrender – which gives the better outcome?
8 April 2026
Lasting power of attorneys – an essential component of a financial MOT
16 April 2026