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The online home for Paraplanners and financial technicians.
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Latest

  • Indian equities – is investor sentiment turning a corner?

    13 November 2026

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Categories

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  • Financial Planning
  • Industry/Economy
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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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Most viewed development

  • Exam focus: What order to take your CII exams?

    14 January 2025

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Latest jobs

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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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The Technical Zone is the go-to place for paraplanners to find in-depth, insightful articles on key areas such as pensions, tax and trusts, regulation and compliance issues, as well as our monthly Test Your Knowledge Q&A. Our thanks to M&G Wealth for sponsoring this section.

  • What can we do to better promote the value of financial advice?

    21 October 2025

    What can we do as an industry to show the value of professional advice and how in these changeable times it can really benefit consumers, asks Julia Peake, Technical Manager, Nucleus. With the political party conference season and the upcoming Budget at the end of November, the rumour mill about what changes are coming...

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  • More accurate alzheimers predictions will affect wills and care planning

    21 October 2025

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  • Top concerns around retirement and what they mean for advice

    14 October 2025

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  • Expression of Wishes has never been more important

    14 October 2025

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  • Skipping income protection is a bit like running without tying your shoelaces

    7 October 2025

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  • What will the State Pension be in the future?

    7 October 2025

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  • Understanding the IHT treatment of pension gifting

    30 September 2025

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  • Cancellation/reversal of PCLS payments – new HMRC/FCA statements explained

    26 September 2025

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  • Why SSAS is still a huge strategic asset for business owners

    25 September 2025

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MOST VIEWED

  • How higher earners can use gilts for tax-efficient ‘savings’

    11 February 2025

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  • What you need to know about assignments of bonds

    15 April 2025

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  • Understanding the use of commercial property in SIPP or SSAS

    16 September 2025

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Professional Paraplanner

© Research in Finance Ltd 2026
Registered in England no.8441324. 80 Coleman Street, London EC2R 5BJ

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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