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The online home for Paraplanners and financial technicians.
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  • More than a third of investors abandon planned investments due to market volatility

    4 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

  • 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

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

    4 November 2026

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  • How AI is really changing paraplanning

    2 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 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.

  • Pre-nuptial agreements in financial planning

    17 June 2025

    Meredith Lawton, solicitor in the Family Law team at the international law firm Broadfield, looks at the role of pre-nups, the case of Standish v Standish, and the functions of pre-nups in financial planning. Pre-nuptial agreements, or ‘pre-nups’, are increasingly common in England and Wales, especially for couples wanting to clarify how their assets...

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  • Leaving pension money to charity could trigger tax inefficiencies

    10 June 2025

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  • SIPP/SSAS liquidity post Autumn 2024 – Q&A

    9 June 2025

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  • The role of protection advice in succession planning

    3 June 2025

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  • UFPLS and SSAS post the 2024 Autumn Statement

    3 June 2025

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  • Ten common questions about Discounted Gift Trusts

    28 May 2025

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  • What to think about when setting up Powers of Attorney

    20 May 2025

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  • 3 topical technical questions – and answers

    20 May 2025

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  • High net worth divorce and private equity: Key considerations

    13 May 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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