Paul Squirrell, Fidelity Adviser Solutions’ pension expert, runs through many of the considerations relating to pension contributions for 2023/24. This includes the annual allowance and how tax relief is applied across the various types of contribution, tapered annual allowance, MPAA and the tax charge.
M&G has been named Best Technical Support for Paraplanners at the Professional Paraplanner Awards 2026 - for the 10th year in a row - and Best Provider Website for the second year running. Explore Tech Matters for expert insight, tools and answers to your trickiest technical questions.
Mark Devlin joined host Richard Allum for a practical run through of everything paraplanners needed to consider ahead of tax year end.
Just over half (51%) of paraplanners want to progress their career within paraplanning. Only 13% see themselves becoming financial advisers/planners down from 24% in 2025.
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