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AI influencing financial decisions among younger generations
24 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
Understanding the SSAS trustee responsibilities
Why pensions will make nil rate band trust planning problematic
21 August 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Test your knowledge: Answers August 2026
17 August 2026
Test your knowledge: Questions 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
Paraplanner Team Leaders: Join us on 12 November 2026
Professional Paraplanner’s Future Adviser event is returning to London
Cheltenham: Are you joining us in our new location?
10 August 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.
Speed of OTS report suggests ‘high alert’ for CGT reform
12 November 2020
Capital Gains Tax could be increased to help the UK economy recover in the wake of the Covid-19 pandemic, a new report has suggested. A report from the Office of Tax Simplification recommended raising CGT rates to align them more closely with income tax, while also cutting annual tax-free allowances. Such a move could...
Tax quirks of discretionary trusts
11 November 2020
Aegon launches enhanced capital gains tax calculator
29 October 2020
Clients who can benefit from Business Property Relief
26 October 2020
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
Pensions and adviser charging
Helping your clients choose the right trustees
24 July 2026
Lives assured and investment bonds: Planning points to consider
31 July 2026