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Two thirds of inheritors have financial regrets
12 June 2025
Building confidence: Natalie Dawes, Bespoke Training Solutions (BTS)
Paul Hanlon, WePlan Paraplanning: Flexible outsourced paraplanning
19 May 2025
Paraplanner profile: From paraplanner mentee to mentor
19 February 2024
Leaving pension money to charity could trigger tax inefficiencies
10 June 2025
SIPP/SSAS liquidity post Autumn 2024 – Q&A
9 June 2025
Taxation of Bare Trusts
26 September 2023
Investor behaviour during market shocks
Oxford Risk launches ‘The Art of behavioural Investing’ course
Enhancing report writing with ChatGPT
14 June 2023
Paraplanner – Remote/Office Blend in Rutland – fantastic benefits
East Midlands Region, Remote
Paraplanner – hybrid – four-day working week – excellent benefits
Cornwall
2024 Professional Paraplanner Awards – Celebrating this year’s winners
7 October 2024
Professional Paraplanner Awards 2023
15 August 2023
DECEMBER 2022
23 November 2022
Join us in Oxford for a full day of technical insights – 18 June 25
Technical Insight Seminars Autumn line up – Register here
3 June 2025
AI, suitability reports and much more – Oxford Technical Insight Seminar: 18 June
27 May 2025
Sally Plant, head of Financial Planning, CISI
11 May 2021
Sally Plant, head of Financial Planning, CISI, talks to Rob Kingsbury about her remit, her ‘wish list’ and why she thinks financial planning is about to see a period of organic growth.
Reece Edwards, Hampshire Hill
11 March 2021
Rebecca Kowalski: Responsible investment – my journey
5 minutes with… Barry Foster, Curtis Banks
Debbie Condon, Intuitive Support
1 February 2021
The Paraplanner Club: Siân Davies Cole and Chloe Phillips
31 January 2021
Aishling Costello, Fidelius Group
26 November 2020
Where are they now? Blake Ellis
5 minutes with… Anthony Rafferty, Managing Director, Origo
11 November 2020
Unicorn UK Small Cap managers expect sector to lift as inflation turns
6 July 2023
Outsourced paraplanning firm celebrates first anniversary with plan for holistic service
1 November 2023
