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  • Budget gives business founders a boost but tightens relief for business owners

    29 October 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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  • From paraplanner to Plannerpal

    6 January 2025

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Latest Technical Zone

  • Residence nil rate band: Planning pitfalls for complex families

    26 October 2026

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  • Mind the two-year gap

    22 October 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

  • You don’t need to know everything to be a good paraplanner

    28 October 2026

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  • AI is only as trustworthy as the data underneath

    26 October 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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  • Home
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  • Quilter
  • A spotlight on: Loan Trusts

    18 May 2026

    From what a loan trust actually is, to who it could help – in this article, the Quilter team shine a light on this complex arrangement. A loan trust lets your client (the settlor) make an interest‑free loan to their chosen trustees, repayable on demand. The trustees invest the loan to target long‑term growth...

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  • Automatic Exchange of Information: What do investment platforms require and why?

    28 April 2026

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  • Lasting power of attorneys – an essential component of a financial MOT

    16 April 2026

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  • Regulator urged to rethink risk warnings

    9 April 2026

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  • Advised platform sales reached over £92 billion in 2025

    8 April 2026

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  • Part or segment surrender – which gives the better outcome?

    8 April 2026

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  • Putting money aside for minor children: What are the investment options?

    1 April 2026

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  • Savers urged to be more active as savings rates lag inflation 

    29 March 2026

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  • Demystifying tax on GIAs: Essential guidance for paraplanners

    26 March 2026

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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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