REGISTER WITH PP

Follow us

Professional Paraplanner
The online home for Paraplanners and financial technicians.
  • Latest
  • Profiles
  • Data
  • Technical Zone
  • Development Zone
  • Videos
  • Jobs
  • Events
  • Future Adviser

Latest

  • Indian equities – is investor sentiment turning a corner?

    13 November 2026

    Read more

Categories

  • Behavioural Finance
  • Community
  • ESG Zone
  • Financial Planning
  • Industry/Economy
  • Investment Committee
  • Mortgages
  • Multi-asset
  • Pensions Zone
  • Protection Zone
  • Regulation / Compliance
  • Retirement Planning
  • Tax and Trusts
  • Technology
  • Wraps / Platforms

Sponsored areas

Latest profiles

  • Professional Paraplanner Awards 2026 – read the full supplement

    1 September 2026

    Read more
  • How Alex Freeman came to sit at an intersection: Paraplanning, operations and leadership

    29 June 2026

    Read more

Most viewed profile

  • From paraplanner to Plannerpal

    6 January 2025

    Read more

Latest Technical Zone

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

    13 November 2026

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

    11 November 2026

    Read more

Most viewed Technical Zone

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

    11 February 2025

    Read more

Latest developments

  • Five checks to run before you trust an AI tool with client work

    12 November 2026

    Read more
  • Three common misconceptions about the R05 exam

    9 November 2026

    Read more

Most viewed development

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

    14 January 2025

    Read more

Latest jobs

  • Experienced Paraplanner – up to £60,000 depending on experience – excellent benefits

    London (Central)

    JOB SPECIFICATION

Jobs filter

Latest magazine editions

  • 2025 AWARDS Reviewed – Winner interviews, pictures, profiles

    18 December 2025

    Read more
  • 2024 Professional Paraplanner Awards – Celebrating this year’s winners

    7 October 2024

    Read more
  • Professional Paraplanner Awards 2023

    15 August 2023

    Read more

Latest events

  • Autumn Budget delivered – but what does it all mean? Join us for our post-Budget webinar

    28 October 2026

    Read more
  • Join us in Reading for our final Technical Insight Seminar of 2026

    21 October 2026

    Read more
  • A post-Budget debrief with Paul Squirrell

    12 October 2026

    Read more

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.

  • IHT on pensions consultation response – is it fair to be critical?

    23 July 2025

    Stephen McPhillips, Technical Sales Director, Dentons Pension Management Limited looks at the Consultation response from HMRC on the proposal to apply inheritance tax on unused pension pots announced in the Autumn 2024 Budget and how it has changed the impact on the industry. Many regular readers of Professional Paraplanner will have been waiting eagerly...

    Read more
  • Preserving protected pension ages – a recap

    22 July 2025

    Read more
  • The IFS Pension Review: reform, not revolution

    22 July 2025

    Read more
  • Lifetime allowance – the questions keep coming

    15 July 2025

    Read more
  • 10 questions with M&G’s Les Cameron

    15 July 2025

    Read more
  • Avoiding the traps on surplus income gifts

    8 July 2025

    Read more
  • 5 key items clients omit from their Wills

    8 July 2025

    Read more
  • Why loan relationship rules are ‘very important’

    1 July 2025

    Read more
  • Technical profile: Andrew Zanelli talks about the Aberdeen Adviser technical team

    24 June 2025

    Read more
101718192021304050

MOST VIEWED

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

    11 February 2025

    Read more
  • What you need to know about assignments of bonds

    15 April 2025

    Read more
  • Understanding the use of commercial property in SIPP or SSAS

    16 September 2025

    Read more

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.

  • About us
  • Advertising
  • Register
  • Terms and conditions
  • Privacy
  • Cookies
Twitter

REGISTER WITH PARAPLANNER

Register to receive our weekly newsletter, the latest industry jobs and information about up and coming events. Registration is free and straight forward.

REGISTER