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The online home for Paraplanners and financial technicians.
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  • Strong services sector boosts UK economic growth

    12 November 2026

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  • 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

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

    11 November 2026

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

    6 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.

  • 3 topical technical questions – and answers

    20 May 2025

    Julia Peake picks three of the topical technical questions received recently by the Nucleus technical team. Q1. When a married couple makes a gift to their child and one of them dies within seven years of making the gift, how is this calculated from an IHT perspective? A1. The devil is in the detail,...

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  • High net worth divorce and private equity: Key considerations

    13 May 2025

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  • Reclaiming IHT when stock markets fall

    12 May 2025

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  • McCloud remedy challenges persist creating delays for retirees

    6 May 2025

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  • SIPP/SSAS considerations post the Autumn Budget

    1 May 2025

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  • Helping clients embrace financial risk through technology

    29 April 2025

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  • Retirement planning just got more complex

    29 April 2025

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  • Technical Focus: The Residence Nil Rate Band (RNRB) – with examples and calculations

    23 April 2025

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  • How the Value Protection option can ensure full payback on the cost of an annuity

    23 April 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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