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Women lag men in investment confidence
10 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
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
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
One day to go: Why you won’t want to miss our Investment Committee Seminar
25 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.
ABI calls for abolition of MPAA
1 March 2021
The Association of British Insurers has urged the Government to scrap the Money Purchase Annual Allowance in its upcoming Budget. The ABI said this was to prevent savers who have had to dip into their retirement savings during the pandemic from being penalised for paying it back when they can. The industry body said...
Technical: A reminder of the carry forward rules
Prudential Budget Webinar: 4 March 2021
Estate planning demand expected to increase over 5 years
28 February 2021
Estate planning for wealthy celebrities or UHNWIs
25 February 2021
TDQ: TEST YOUR KNOWLEDGE: ANSWERS
TEST YOUR KNOWLEDGE: QUESTIONS
YOUR MARCH 2021 ISSUE IS NOW LIVE
24 February 2021
Budget 2021: Where might the Chancellors axe fall?
23 February 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