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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.
AIC calls for immediate reinstatement of 30% VCT income tax relief
2 March 2026
The Association of Investment Companies has called on the Government to immediately reinstate the 30% upfront income tax relief on venture capital trusts in the Finance Bill. The Government plans to reduce the relief from 30% to 20% from 6 April, alongside an increase in the maximum amount VCTs can invest in a business....
Understanding Personal Injury Trusts
26 February 2026
Capital Gains Tax receipts soar 69% in January 2026
Inheritance tax investigations jump 33% in three years
24 February 2026
IHT receipts on track for bumper year
22 February 2026
Investment bonds inside a discretionary trust: Who pays the tax?
19 February 2026
More than a third of HNWIs considering relocating to lower-tax jurisdictions
18 February 2026
Number of teachers paying higher-rate tax jumps 147% in five years
11 February 2026
Families driven to insure themselves against growing IHT burden
10 February 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
