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Economic and strategy viewpoint: Q3 2026
16 September 2026
Professional Paraplanner Awards 2026 – read the full supplement
1 September 2026
How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership
29 June 2026
From paraplanner to Plannerpal
6 January 2025
The Pension IHT countdown
15 September 2026
Rethinking income protection’s role in family financial planning
11 September 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Why entering for awards matters – even if you do not win
What the Bayeux Tapestry can teach us about succession
13 September 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
Three more speakers added to London Future Adviser line up
9 September 2026
Speakers announced for London Future Adviser event
7 September 2026
Cheltenham: Are you joining us in our new location on Wednesday 9 September?
2 September 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.
Understanding Wills and Deeds of Variation application
15 December 2020
The Brand Financial Training team examines Will writing and where Deeds of Variation can apply and be of benefit to clients. Everyone should make a Will, yet the fact is that still only 1 out of 3 of us actually gets round to doing it, and a fair few of those are picking up...
Spotting clients that could benefit from tax-efficient investments
14 December 2020
Onshore bond market growing driven by three I’s
TECHNICAL INSIGHT WEBINAR: PENSIONS ‘IN-DEPTH’ – THE LIFETIME ALLOWANCE
8 December 2020
Helping clients plan for inheritance tax in 2021
6 December 2020
Changes to CGT expected in next Budget
Demand for VCTs resilient despite economic uncertainty, says Octopus
Guide to Venture Capital Trusts – Available to download
30 November 2020
Technical: High Income Child Benefit Charge
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
