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The online home for Paraplanners and financial technicians.
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Latest

  • Aberdeen Investments launches Macro Opportunities strategy

    6 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

  • 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.

  • Looming holiday let tax changes to prove challenging

    26 June 2024

    Looming tax changes around furnished holiday lets will prove challenging for landlords and those looking to buy, says Handelsbanken Wealth & Asset Management. Under current rules, furnished holiday lets include more favourable tax rules than traditional rented assets, across both income and capital gains tax. However, from 5 April 2025, the regime will be...

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  • Cohabiting partners must understand their legal, financial and tax status

    25 June 2024

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  • How to measure value in financial advice

    25 June 2024

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  • Can gifting mitigate Labour’s proposed private school tax raid?

    18 June 2024

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  • Longevity: Cracking the ageing code

    11 June 2024

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  • Why it pays to stay invested and ride out the downturns

    11 June 2024

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  • What paraplanners need to know when advising trustees

    4 June 2024

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  • Pension funding in the new LTA regime – top 3 questions

    29 May 2024

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  • Who needs a transitional tax-free amount certificate TTFAC?

    22 May 2024

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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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