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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 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.

  • The Pension IHT countdown

    15 September 2026

    Changes to the inheritance tax treatment of pensions are fast approaching. David Downie, Technical Manager at Aberdeen Adviser, highlights 10 often-overlooked consequences that advisers and paraplanners should consider when reviewing clients’ estate plans ahead of April 2027. The countdown to 6 April 2027 has begun. Overnight pensions will switch from being one of the...

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  • Rethinking income protection’s role in family financial planning

    11 September 2026

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  • Webinar on demand: September quarterly cuppa and catch up with Les Cameron

    10 September 2026

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  • Reframing thinking around pensions: Wealth asset or income stream?

    7 September 2026

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  • Investing for Children: Looking Beyond the Junior ISA

    4 September 2026

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  • Cheltenham: Are you joining us in our new location on Wednesday 9 September?

    2 September 2026

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  • SIPP or SSAS?

    1 September 2026

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  • Can I borrow money from my pension?

    28 August 2026

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  • Understanding trusts in combination with onshore investment bonds is central to financial planning

    27 August 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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