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Menopause impacts women’s long-term financial wellbeing
22 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
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.
New Govt levy to help reduce social care costs and fund NHS
7 September 2021
Boris Johnson has announced a 1.25% National Insurance hike in an attempt to pay for the Government’s social care reforms and struggling NHS. The new ‘Health and Social Care Levy’ is set to raise £12 billion a year over the next three years in what will be the “biggest catch-up programme in the NHS’...
Clock ticking on trust registration
6 September 2021
Is a NI hike the solution to LTC costs?
4 September 2021
How to start recommending specialist tax-efficient investments
24 August 2021
Updated AF1 and other CII exam training videos from Fidelity FundsNetwork
Looking beyond ‘vanilla’ tax-efficient investments can benefit you and your clients
26 July 2021
Need for IHT action as HMRC receipts increase
22 July 2021
Business Relief use expected to increase
19 July 2021
Raising standards in the tax advice market
8 July 2021
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
