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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.
Taxation of cryptoassets
8 January 2022
How are crypto assets taxed in the UK? Richard Cooper, business development manager at The London Institute of Banking & Finance, decided to find out. Funny the things that get your taxation radar beeping! Like stopping off for breakfast at a local café and talking over tea and a bacon roll, or a conversation in your...
Unmarried couples second-class citizens re tax rights
3 January 2022
Four key factors affecting financial planning in 2022
18 December 2021
The investments this adviser’s clients are always talking about
16 December 2021
LISA investors priced out of property market
13 December 2021
Looking forward to a brighter future in 2022?
4 December 2021
HMRC’s IHT receipts up as more estates must pay tax
22 November 2021
Why investments in smaller companies can be a valuable addition to a client’s portfolio
21 November 2021
Public finances slowly recovering but don’t rule out a tax hit
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
