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Generating reliable income in a changing rate environment
6 March 2026
International Women’s Day 2026 – Aleks Sasin at Navigatus: Quietly powerful
Technical Manager: How we became part owners of our firm – Emily Corck, Mathews Comfort
27 October 2025
From paraplanner to Plannerpal
6 January 2025
Inheritance tax and pensions when unmarried
3 March 2026
Avoid the sneaky seven tax traps for higher rate taxpayers
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
What financial professionals can learn from this year’s International Women’s Day
Goldilocks and the Three Chairs: The Investment Committee
5 March 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
One day to go: Why you won’t want to miss our Investment Committee Seminar
25 February 2026
A note from our Editor: Why I hope to see you on 5th March
18 February 2026
AI Technology That Could Change Financial Advice – new webinar 24 February 2026
4 February 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.
How clients can target high growth and become more tax-efficient
6 March 2021
For professional advisers and paraplanners only. Not to be relied upon by retail investors. EIS investments can be useful in tax planning where clients want exposure to venture investments, says Jess Franks, Head of Tax at Octopus Higher net worth clients in their accumulation phase often exhaust their allowances when it comes to pension and...
Three biggest challenges facing later life planners
4 March 2021
Budget 2021: Key points for paraplanners
3 March 2021
Effect of freezing the Lifetime Allowance
How quickly a pension pot could breach the LTA
Gifting ignorance risks tax bills for beneficiaries
2 March 2021
ABI calls for abolition of MPAA
1 March 2021
Technical: A reminder of the carry forward rules
Prudential Budget Webinar: 4 March 2021
Understanding Personal Injury Trusts
26 February 2026
Investment bonds inside a discretionary trust: Who pays the tax?
19 February 2026
Choosing the right trust solution
5 February 2026
