Follow us
Multi-asset fund review: Hawksmoor Vanbrugh Fund
23 October 2026
Professional Paraplanner Awards 2026 – read the full supplement
1 September 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
From paraplanner to Plannerpal
6 January 2025
Mind the two-year gap
22 October 2026
LTA transition rules: Comparing TTFACs and transitional calculations
19 October 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Where have all the junior paraplanners gone?
21 October 2026
Supporting the next generation of paraplanners
Exam focus: What order to take your CII exams?
14 January 2025
Experienced Paraplanner – up to £60,000 depending on experience – excellent benefits
London (Central)
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
Join us in Reading for our final Technical Insight Seminar of 2026
A post-Budget debrief with Paul Squirrell
12 October 2026
AI in paraplanning: An honest discussion for team leaders at our November event
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.
Defaqto Engage integrates with X-Plan
21 June 2022
Fintech Defaqto has expanded its capability with the integration of Iress’s back-office system Xplan. The firm said integration between Xplan and Engage would improve accuracy for advisers and reduce compliance risk, offering advisers a clear picture of their client’s portfolio and eliminating the need to re-key details, making the process faster and less prone...
Deadline for registering onshore bonds in trust
14 June 2022
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
Top slicing relief: The pre-flight checks for paraplanners
3 September 2026
Why onshore bond gains come with a tax credit
17 September 2026
Trustee delegation: What can trustees do and are there restrictions?
24 September 2026
