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Paraplanner technical hub

Supporting paraplanners in a world of constant change

Paraplanners are a fundamental part of financial planning, playing a crucial role in the research, recommendations, and outcomes for clients.

We believe it’s important that we help support what you do, which is why our Paraplanner hub provides a wealth of support on regulatory and legislative updates as well as access to other technical material.

Pensions and inheritance tax

Find out what the 2027 pension inheritance tax changes could mean for your clients, and explore practical planning considerations to help them prepare.

The LTA replacement regime explained

The legislation that replaced the lifetime allowance framework became effective on 6 April 2024. You’ll find more information on the new rules and transitional arrangements here.

Tax planning opportunities for 2026/27 and beyond

Here you'll find suggestions for helping you to support your clients make the most of their savings and investment.

We’re thrilled to have won Professional Paraplanner’s ‘Best Overall Service to Paraplanners – Existing Business’ and ‘Best Provider website 2024’, recognising the technical content and support material we provide. Thank you for voting for us – we really appreciate the feedback. Paul Richards spoke to Professional Paraplanner about the awards and discussed why it’s important to continue providing support to paraplanners.

We are pleased to announce that Fidelity Adviser Solutions has been named Best Overall Service to Paraplanners - Existing Business and Best Provider Website at the Professional Paraplanner Awards 2024. These awards are a barometer of success for providers and paraplanners from all corners of the UK and recognise the very best in the industry.

Further support and reading

Professional Paraplanner’s Development Zone

Personal and professional development is a fundamental aspect of being a great paraplanner. Here, you can access insightful, practical, and enlightening articles to help your development journey.

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