Welcome to the Tax and Trusts Zone

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.

Join us at our Team Leader, Investment Committee and Technical Insight Seminars

9 February 2020

This year Professional Paraplanner is running three series of events around the country – our Team Leader, Investment Committee and Technical Insight Seminars give paraplanners access to experts in their fields and tackle issues and provide insights from the point of view of the paraplanner. These are paraplanner exclusive events. At Thursday’s Professional Paraplanner Team Leader Seminar held...

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How to deal with distressed investments in pensions

6 February 2020

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Tax liability likely reason pensioners stopped receiving State Pension

5 February 2020

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Pension tax breach feature for Cashcalc

3 February 2020

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Retirees through ill health could face hefty pension tax bills

30 January 2020

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TDQ: Test Your Knowledge – Questions

30 January 2020

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TDQ: Test Your Knowledge – Answers

30 January 2020

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Q&A on the Annual Allowance

28 January 2020

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Q&A: What is the Lifetime Allowance and protection process?

22 January 2020

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