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The online home for Paraplanners and financial technicians.
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  • Aberdeen Investments launches Macro Opportunities strategy

    6 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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Most viewed profile

  • From paraplanner to Plannerpal

    6 January 2025

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Latest Technical Zone

  • Pension and Inheritance Tax post April 2027: looking beyond the first death

    6 November 2026

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

    3 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

  • PFS puts out a call to paraplanners

    6 November 2026

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  • MPS due diligence: why it’s not just the investment committee’s homework

    4 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.

  • Navigating a changing tax environment ahead of the Budget

    9 October 2026

    With Budget speculation beginning to build, Dan Bosiacki, Technical Consultant at AJ Bell, reviews the tax-planning opportunities worth keep on the radar, from capital gains tax and ISAs to pensions, gifting and inheritance tax. Although we haven’t yet seen or felt the cacophony of conjecture that has become custom in recent years, tension is...

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  • What you need to know before replacing the bond in a discounted gift trust

    7 October 2026

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  • A case study for IHT and paying pension death benefits to a trust

    5 October 2026

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  • HMRC Technical Note 2: Further information on IHT and pensions

    1 October 2026

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  • September’s topical questions and answers

    28 September 2026

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  • Why nominations matter for beneficiary drawdown

    24 September 2026

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  • TTFACs: The check advisers must make before tax-free cash is paid

    22 September 2026

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  • Trust registration is vital to ensuring smooth onshore bond administration

    18 September 2026

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  • Understanding the normal expenditure out of income exemption

    17 September 2026

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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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