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Four in 10 adults have not thought about retirement
19 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
14 April 2026
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
Jo Campbell – On wellbeing
17 April 2026
CFA UK announces new Investment Business Award
A Beginner’s Guide to the R0 Exams
30 September 2024
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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.
Business relief popularity growing
11 November 2021
TIME Investments reports increasing interest in business relief from advice firms, as they look for ways to avoid hefty inheritance tax bills for their clients. Nearly a fifth (17%) of advisers now recommend business relief as the preferred IHT solution for clients at least once a month, with a further 32% recommending it every...
Over 50s leaving themselves open to an IHT hit
10 November 2021
Helping clients get offshore tax right
8 November 2021
LTA protection ignorance sees doctors overcharged by £11m
2 November 2021
HMRC repayment of overtaxation continues to rise in 2021
1 November 2021
Three reasons to get on the front foot with VCTs this year
25 October 2021
Misconceptions re Business Relief in IHT planning
21 October 2021
Autumn Budget – not time for radical pensions tax reform
19 October 2021
VCTs’ valued support of SMES through pandemic
9 October 2021
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
