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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.
Inheritance tax reforms drive demand for ‘gifting with control’ strategies
16 March 2026
High-net-worth families are turning to ‘gifting with control’ strategies as they seek to combat inheritance tax liabilities, according to utmost. Figures from HM Revenue and Customs show that frozen IHT thresholds are already set to drive tax receipts to a fifth consecutive annual record haul in 2025/26, with IHT receipts on track to total...
The benefits of investing early
Over half of advised clients more anxious about tax than a year ago
10 March 2026
CGT cuts prompts advisers to overhaul planning strategies
160,000 more people set to lose tax-free allowance this year
8 March 2026
Five steps to prepare for pensions coming into scope of IHT
5 March 2026
Changes to taxation: A useful timeline
Reducing IHT through charitable legacies – understanding the 10% test
4 March 2026
IHT tops list of client concerns in retirement, new report shows
3 March 2026
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
