Latest - Professional Paraplanner

Downing launches IHT calculator to support advisers

29 April 2026

Downing has expanded its estate planning support for advisers with the launch of a new inheritance tax calculator. The new free to use tool will enable advisers to model clients’ IHT liabilities ahead of major legislative changes, including the inclusion of unused pensions in estates from April next year. The UK’s Office for Budget...

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UK investment culture fails to return to pre-dotcom crash peak

29 April 2026

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Women on the rise among CISI award winners

29 April 2026

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Investment industry welcomes inclusion of investment trusts in Pension Schemes Bill

29 April 2026

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Dynamic Planner CEO’s advice book becomes Amazon best seller

28 April 2026

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Shock, suspense and interest rates

28 April 2026

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Dynamic Planner launches Financial Happiness Index

28 April 2026

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Ortec Finance launches new Targeted Support framework to help advisers

28 April 2026

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Investors braced for lower returns

28 April 2026

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