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    3 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

  • Closing a client’s company? 5 checks for paraplanners

    3 November 2026

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  • Being an executor: An honour and a responsibility

    2 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

  • How AI is really changing paraplanning

    2 November 2026

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  • Pay it forward: What mentorship is for

    30 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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  • Webinar: Scottish Mortgage Investment Trust – Wed 9 June 2021

    7 June 2021

    The next Investment Committee webinar is part of the Investment Trust Insight series we are running in association with the AIC  and features specialists from the Scottish Mortgage Investment Trust. Title: Embracing Uncertainty Date: Wednesday 9 June Time: 10.30 REGISTER NOW The world is uncertain. In fact, it has always been thus. The more uncertain the situation,...

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  • How to reduce file check fails – recorded webinar from Antony George Recruitment

    19 May 2021

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  • How clients can target high growth and become more tax-efficient

    15 March 2021

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  • Prudential Budget Webinar: 4 March 2021

    1 March 2021

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  • TECHNICAL INSIGHT WEBINAR: PENSIONS ‘IN-DEPTH’ – THE LIFETIME ALLOWANCE

    8 December 2020

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  • Double bill webinar: IHT planning & trusts and using cash within portfolios

    23 September 2020

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  • ASK Michelle Hoskin – LIVE Q&A – Wednesday 15 July

    6 July 2020

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  • UK Structured Products Association 20-minute webinars on Portfolio Optimiser tool

    2 July 2020

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  • Our next Investment Committee Webinar: A heavy world

    16 June 2020

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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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