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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.
Albion Capital opens VCTs to top-up funding
7 January 2021
Albion Capital is looking to raise up to £45 million through top up offers for five of its venture capital trusts. The fundraising targets the following amounts across the Albion VCT range: Albion Technology & General VCT PLC £14m Kings Arms Yard VCT PLC £12m Albion Development VCT PLC £7m Albion Enterprise VCT PLC ...
Paraplanning and Capital Gains Tax: The outlook for 2021
3 January 2021
There’s more to estate planning than gifting
20 December 2020
Novia adds “What if” scenarios to Capital Gains Calculator
The future of inheritance (tax)
16 December 2020
FinCalc launches lifetime allowance tool within cashflow modeller
Understanding Wills and Deeds of Variation application
15 December 2020
Spotting clients that could benefit from tax-efficient investments
14 December 2020
Onshore bond market growing driven by three I’s
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
