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    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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  • 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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  • 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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  • 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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  • How specialist studies can lead to chartered status

    14 February 2022

    Experience brings with it expertise and increased competence. So why should paraplanners and financial advisers bother with additional qualifications? Samuel Mayes looks at how studying Level 6 qualifications can reward you now and in the future as well as leading to chartered status. As in any profession, paraplanners and advisers are at different levels...

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  • Brand Financial Training AF5 exam-help webinar – 6 January 2022

    3 January 2022

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  • Put your exam/study questions to the experts

    24 August 2021

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  • Current CII Exams Pass Rates

    29 March 2020

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  • Art of Finance opens Northern cohort paraplanner courses

    18 September 2019

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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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