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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 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.

  • Capital Gains Tax changes with BTL case study

    16 January 2023

    The Brand Financial Training team provides an update on the changes to CGT, the first stage of which will come in from April 2023 and looks at how this will particularly affect buy-to-let investors.  The Capital Gains Tax (CGT) annual exempt amount has always been considered quite generous… Well, that’s set to change from next tax...

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  • 5 reasons why you might be in the wrong job

    16 January 2023

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  • Practical guidance for R06 exam – with January Case Studies

    13 January 2023

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  • 6 ways team leaders can keep their staff happy

    9 January 2023

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  • We need to celebrate our successes – exams and otherwise

    9 January 2023

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  • Ask the experts: What are your exam/study questions?

    6 January 2023

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  • Develop the expectation that you will succeed? – Development Zone in Association with Fidelity Adviser Solutions

    15 December 2022

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  • Founding my outsourced paraplanning business

    13 December 2022

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  • How to develop a bullet proof attitude? – Development Zone in Association with Fidelity Adviser Solutions

    13 December 2022

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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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