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The online home for Paraplanners and financial technicians.
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  • Strong services sector boosts UK economic growth

    12 November 2026

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Latest profiles

  • Professional Paraplanner Awards 2026 – read the full supplement

    1 September 2026

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  • How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership

    29 June 2026

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Most viewed profile

  • From paraplanner to Plannerpal

    6 January 2025

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Latest Technical Zone

  • When a decline isn’t the end of the story: planning with joint life second death cover

    11 November 2026

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  • Pension and Inheritance Tax post April 2027: looking beyond the first death

    6 November 2026

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Most viewed Technical Zone

  • How higher earners can use gilts for tax-efficient ‘savings’

    11 February 2025

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Latest developments

  • Five checks to run before you trust an AI tool with client work

    12 November 2026

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  • Three common misconceptions about the R05 exam

    9 November 2026

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Most viewed development

  • Exam focus: What order to take your CII exams?

    14 January 2025

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Latest jobs

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Latest magazine editions

  • 2025 AWARDS Reviewed – Winner interviews, pictures, profiles

    18 December 2025

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  • 2024 Professional Paraplanner Awards – Celebrating this year’s winners

    7 October 2024

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  • Professional Paraplanner Awards 2023

    15 August 2023

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Latest events

  • Autumn Budget delivered – but what does it all mean? Join us for our post-Budget webinar

    28 October 2026

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  • Join us in Reading for our final Technical Insight Seminar of 2026

    21 October 2026

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  • A post-Budget debrief with Paul Squirrell

    12 October 2026

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Welcome to The Development Zone

Personal and professional development is a fundamental aspect of being a great paraplanner. Our Development Zone aims to give Paraplanners and Paraplanner Team Leaders access to insightful, practical and enlightening articles to help them in their development journey.

  • Test your Knowledge: Questions July 2025

    28 July 2025

    Professional Paraplanner has teamed up with Brand Financial Training to provide a monthly series of questions from across the CII syllabus to test your knowledge. Whether you are preparing for your exams, or simply want to keep your knowledge up-to-date, Professional Paraplanner’s Development Zone can help. The following questions relate to examinable Tax year 24/25,...

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  • Understanding phased annuity purchase

    21 July 2025

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  • From Handover to Suitability Report: How to get the info you actually need!

    14 July 2025

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  • Helping clients reconnect with what truly matters

    7 July 2025

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  • Achieving excellence means you can’t stand still

    7 July 2025

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  • CISI Level 7 achiever immediately asked to sit on exam panel

    30 June 2025

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  • Intergenerational planning strategy now vital, say paraplanners

    23 June 2025

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  • Test your Knowledge – June 2025 – ANSWERS

    23 June 2025

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  • Test Your Knowledge – June 2025 – QUESTIONS

    23 June 2025

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MOST VIEWED

  • Exam focus: What order to take your CII exams?

    14 January 2025

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  • R06: How to overcome the challenges and pass

    13 January 2025

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  • How Stamp Duty Land Tax operates – with examples

    24 February 2025

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Professional Paraplanner

© Research in Finance Ltd 2026
Registered in England no.8441324. 80 Coleman Street, London EC2R 5BJ

Professional Paraplanner is a monthly magazine and web site aimed at Paraplanners, Financial Technicians, Administrators and Investment IFAs and other professional investors in the UK.

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