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The online home for Paraplanners and financial technicians.
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Latest

  • 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 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.

  • More complex planning environment needs holistic thinking

    11 March 2025

    With financial planning becoming ever more complex, there’s a need for some holistic thinking, viewing wealth in-the-round, and bringing in new but established planning resources, argues Will Hale, CEO, Key Advice. The implications of last year’s Autumn Budget have largely been digested by advice firms who have been presented with some complex planning challenges...

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  • The crucial role of a SSAS member trustee

    11 March 2025

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  • Can a trustee pay themselves under a discretionary trust?

    11 March 2025

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  • Tax-year-end pension saving 10 point checklist

    28 February 2025

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  • Will AI make paraplanning more client facing?

    25 February 2025

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  • Insurance bonds – onshore or offshore?

    25 February 2025

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  • Transitional calculations for pre-commencement pensions

    19 February 2025

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  • Technical Q&A: PCLS post age 75; protected pension benefits; loan trust death issues

    19 February 2025

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  • Why pensions remain the most attractive savings vehicle, despite IHT reform

    11 February 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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