Technical Zone Archive - Page 7 of 69 - Professional Paraplanner

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.

Frozen nil rate bands: Why earlier planning matters more than ever for your clients

16 June 2026

The standard and residence (where available) NRBs are frozen now until 2031 unless there are further announcements made – Julia Peake, Technical Manager at Nucleus lays out what some of this means and why it is ever more important to plan early with your clients. This is one reason annual inheritance tax receipts received...

Read more
When and how to use pension withholding notices for Inheritance Tax

12 June 2026

Read more
Economic abuse: What is it and who is at risk?

9 June 2026

Read more
Planning to the average: Why life expectancy is the wrong finishing line

8 June 2026

Read more
Does the technical note on Inheritance Tax (IHT) on pensions give us the clarity we need?

5 June 2026

Read more
Onshore Bonds vs Offshore Bonds: Five questions paraplanners are still being asked

1 June 2026

Read more
For weddings and a funeral: The tax perks that come with saying ‘I do’

29 May 2026

Read more
Not long to go: Quarterly cuppa and catch up with Les Cameron

26 May 2026

Read more
IHT receipts rise turns the spotlight on onshore bonds and trusts

21 May 2026

Read more