Follow us
Generating reliable income in a changing rate environment
6 March 2026
International Women’s Day 2026 – Aleks Sasin at Navigatus: Quietly powerful
Technical Manager: How we became part owners of our firm – Emily Corck, Mathews Comfort
27 October 2025
From paraplanner to Plannerpal
6 January 2025
Inheritance tax and pensions when unmarried
3 March 2026
Avoid the sneaky seven tax traps for higher rate taxpayers
How higher earners can use gilts for tax-efficient ‘savings’
11 February 2025
What financial professionals can learn from this year’s International Women’s Day
Goldilocks and the Three Chairs: The Investment Committee
5 March 2026
A Beginner’s Guide to the R0 Exams
30 September 2024
Paraplanner – Hybrid – based in Birmingham or Market Harborough – excellent benefits – £33,000-42,000
Birmingham
Paraplanning Manager – Competitive salary – Hybrid position (based in Darlington)
North East England
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
One day to go: Why you won’t want to miss our Investment Committee Seminar
25 February 2026
A note from our Editor: Why I hope to see you on 5th March
18 February 2026
AI Technology That Could Change Financial Advice – new webinar 24 February 2026
4 February 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.
Cohabiting couples lack of rights cause for concern
1 September 2019
Office for National Statistics (ONS) show that 3.4 million people now cohabit – around 1 in 8 people aged 16 or over. The data also shows that half of cohabiting couples own property and nearly half have financial assets including cash, shares and trade investments. Around 53% have assets worth £100,000 – while 15%...
TDQ: Test Your Knowledge – Answers
28 August 2019
TDQ: Test Your Knowledge – Questions
Property tax – how to tackle it
18 August 2019
Maximising tax allowances – key ways clients may mitigate their outlay to HMRC
7 August 2019
Calls for new Chancellor to tackle overabundance of ISAs
6 August 2019
HMRC tax take on pension withdrawals a ‘scandal’
5 August 2019
Hear from Rory Percival at this autumn’s Technical Insight Seminars
31 July 2019
HMRC investigates 1 in 4 IHT estates
28 July 2019
Understanding Personal Injury Trusts
26 February 2026
Investment bonds inside a discretionary trust: Who pays the tax?
19 February 2026
Choosing the right trust solution
5 February 2026
