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Four in 10 adults have not thought about retirement
19 April 2026
Emma & Kate at W2 Paraplanning: Perspectives shaped by four decades of change
13 April 2026
Phil Williams: From forensics to finance
23 March 2026
From paraplanner to Plannerpal
6 January 2025
Forgotten tax relief
14 April 2026
Incapacity clauses are essential in a SSAS trust deed
7 April 2026
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
Jo Campbell – On wellbeing
17 April 2026
CFA UK announces new Investment Business Award
A Beginner’s Guide to the R0 Exams
30 September 2024
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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
PP Awards 2026: Paraplanner Awards entries close on Friday 24th April
New webinars for 2026: Quarterly tech cuppa with Les Cameron
M&G: ‘Better together? Structure Matters!’ Session for PP Tech Insight Seminars confirmed
2 April 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.
Liberal Democrat manifesto – financial services considerations
24 November 2019
As the countdown to the General Election gathers pace, the Liberal Democrats have published their manifesto, in which they have pledged to maintain the triple lock and review pensions for the self-employed. Industry commentators have highlighted policies which affect financial services and their potential implications. Pension-related policies Triple lock The triple lock currently guarantees that the state...
How Green Party manifesto proposals might affect savers and retirees
19 November 2019
Pension death benefits complexity sees rise in adviser queries
11 November 2019
Overtaxing by HMRC on pension withdrawals has to stop
5 November 2019
Flexible pension withdrawals top £30 billion but are savers being tax savvy?
3 November 2019
10 stories you might have missed in October
1 November 2019
Test your knowledge – Questions and Answers – November 19
31 October 2019
Surge in voluntary National Insurance contributions
23 October 2019
Annual allowance – time to rework the excess contributions refund rules?
21 October 2019
The growing importance of lifetime gifting
19 March 2026
Demystifying tax on GIAs: Essential guidance for paraplanners
26 March 2026
Putting money aside for minor children: What are the investment options?
1 April 2026