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SIPPs to play major role in private market investment
13 August 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
The evolution of paraplanning: A journey with AI and the human touch
8 June 2026
From paraplanner to Plannerpal
6 January 2025
Are retirement portfolios fit for decumulation and how can REITs help?
Helping grandchildren achieve a debt-free degree
12 August 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Dyslexia in paraplanning: How AI can help level the playing field
11 August 2026
Imposter syndrome in paraplanning. Who said that?
7 August 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Senior Client Manager – fantastic benefits – Handforth, SK9 3DF – Hybrid working
North West England
Paraplanner – Edinburgh – Flexible working – excellent benefits
Scotland
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
Cheltenham: Are you joining us in our new location?
10 August 2026
September webinar – Paying dividends: Building durable income in a changing market
4 August 2026
Thank you to our 2026 Professional Paraplanner Awards judges
31 July 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.
Clients who can benefit from Business Property Relief
26 October 2020
Sponsored article. For professional advisers and paraplanners only. Not to be relied upon by retail investors. Jessica Franks, Head of Tax at Octopus, outlines the advantages of Business Property Relief and outlines the types of client for whom it might prove a useful financial planning and tax tool. Research published by Octopus earlier this year found...
Cathi Harrison’s Art of Finance offers 50% off all online courses
23 October 2020
Octopus Titan VCT in new £80m fundraise
22 October 2020
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
Pensions and adviser charging
Helping your clients choose the right trustees
24 July 2026
Lives assured and investment bonds: Planning points to consider