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  • Indian equities – is investor sentiment turning a corner?

    13 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

  • Timing is everything: planning gifts around the IHT 14-year rule

    13 November 2026

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

    11 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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  • 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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  • Columbia Threadneedle
  • Understanding 2023 – where next for financial markets?

    15 December 2022

    Sponsored article To understand what may happen in 2023 we need first to analyse what happened in 2022, says Steven Bell, chief economist, EMEA, Columbia Threadneedle Investments. Those who cannot remember the past are condemned to repeat it. Before we look forward to recession and recovery in 2023, we need to review this year....

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  • Where to next for global financial markets?

    12 December 2022

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  • A clear approach to sustainable investing

    2 December 2022

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  • 5 years of adding value in multi-asset portfolios

    30 November 2022

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  • Sustainable investment – perspectives on performance

    14 November 2022

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Professional Paraplanner

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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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