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Landscape for US micro-cap and small-cap stocks
13 March 2026
International Women’s Day 2026 – Aleks Sasin at Navigatus: Quietly powerful
6 March 2026
Technical Manager: How we became part owners of our firm – Emily Corck, Mathews Comfort
27 October 2025
From paraplanner to Plannerpal
6 January 2025
Discounted Gift Trust vs Flexible Reversionary Trust: The right trust for the right client
10 March 2026
Early pension access in practice: Ill-health and serious ill-health explained
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
Coming soon: The 2026 Professional Paraplanner Awards
12 March 2026
Get ready for Professional Paraplanner Awards 2026 – celebrating our tenth year
NEW: Future Adviser Manchester 2026 event and launch of our new Future Adviser site
9 March 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.
Gifting to younger generation – £293bn earmarked
16 March 2021
More than £293 billion has been earmarked for younger generations by parents and grandparents, according to The Openwork Partnership. Children and grandchildren can expect an early inheritance of nearly £9,500 each with three fifths (60%) of parents and grandparents planning to gift money before they die and as many as one in nine (11%)...
Another million+ will need pension tax relief advice
11 March 2021
Key points when calculating the tapered annual allowance
8 March 2021
How clients can target high growth and become more tax-efficient
6 March 2021
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
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
