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AI influencing financial decisions among younger generations
24 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
Understanding the SSAS trustee responsibilities
Why pensions will make nil rate band trust planning problematic
21 August 2026
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
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.
Expected increase in lump sum gifts in next 12 months
20 October 2022
Advisers are anticipating a rise in the number of clients giving lump sum cash gifts to adult children amid the cost-of-living crisis, says Just Group. Research among more than 200 adviser firms for the Just Group Care Report 2022 found that more than four in 10 (42%) thought the price squeeze would lead to...
UK tax reliefs and the parliamentary inquiry
11 October 2022
Personal Savings Allowance breaches expected
10 October 2022
How Michael’s financial adviser helped him build a diversified portfolio of early-stage private companies
1 October 2022
Warning signs as flexible access drawdown figures jump 23%
‘Mini’-Budget outcomes: Pensions
23 September 2022
Tax savings for small business owners in cost of living crisis
20 September 2022
Helping clients plan using EIS
17 September 2022
PM called on to use EIS to support UK business
8 September 2022
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
