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Clients willing to pay higher advice fees when value is clear
12 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
Three days to go: The 2026 Professional Paraplanner Awards launch on Monday!
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.
HMRC reduces tax gap to record low
14 July 2020
HM Revenue & Customs reduced its “tax gap” to a record low £31 billion in 2018/19, according to the latest published figures. The tax gap is the difference between the amount of tax that should in theory be paid to HMRC and what is actually paid. The gap arises for various reasons, including human...
Why EIS opportunities are vital to post-Covid recovery?
9 July 2020
CISI adds investment and tax planning experts to mentoring scheme
Will Chancellor’s give-away lead to take-away
8 July 2020
Leasing and Lending investments in IHT planning
7 July 2020
How might the Chancellor kickstart the economic recovery on Wednesday?
6 July 2020
Pensions advice for clients with Ill-heath or serious ill-health
Calls to scrap the ‘unfair’ MPAA as recession bites
Parents want control over how inherited money spent
5 July 2020
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
