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Standard Life snaps up Aegon UK in £2bn deal
15 April 2026
Emma & Kate at W2 Paraplanning: Perspectives shaped by four decades of change
13 April 2026
Phil Williams: From forensics to finance
23 March 2026
From paraplanner to Plannerpal
6 January 2025
Forgotten tax relief
14 April 2026
Incapacity clauses are essential in a SSAS trust deed
7 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test Your Knowledge: Questions April 2026
Test Your Knowledge: Answers April 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
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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
PP Awards 2026: Paraplanner Awards entries close on Friday 24th April
New webinars for 2026: Quarterly tech cuppa with Les Cameron
M&G: ‘Better together? Structure Matters!’ Session for PP Tech Insight Seminars confirmed
2 April 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.
Octopus Titan VCT in new £80m fundraise
22 October 2020
Octopus Investments has announced a new £80 million fundraise for Octopus Titan VCT as well as an expansion of its team by nine investment professionals “to take advantage of the growing number of exciting investment opportunities in the UK”. The Octopus portfolio team now numbers 28, including 25 investment professionals and a talent team...
When might it be better to pay the LTA charge?
11 October 2020
Paraplanner development: Writing a white paper
5 October 2020
IHT planning with a power of attorney
4 October 2020
Retirement journeys set to change ‘significantly’
30 September 2020
Octopus Apollo VCT opens £25m fundraise
29 September 2020
Retirement income and inheritance ‘balancing act’
27 September 2020
Double bill webinar: IHT planning & trusts and using cash within portfolios
23 September 2020
Are your clients making the most of VCTs?
15 September 2020
The growing importance of lifetime gifting
19 March 2026
Demystifying tax on GIAs: Essential guidance for paraplanners
26 March 2026
Putting money aside for minor children: What are the investment options?
1 April 2026
