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A dedicated space for paraplanners and administrators using Quilter's platform. Here you’ll find tools, technical insights, how-to guides, and the latest webinars to help you work more efficiently and get the most from the platform.
Paraplanners’ Assembly
We’re proud to be working in partnership with Paraplanners’ Assembly – a community created by paraplanners, for paraplanners.
Professional Paraplanner
Discover our Tax and Trusts Zone, hosted on Professional Paraplanner. This is the go-to place for paraplanners to find the latest news and insights into all things tax and trusts.
Your platform learning resources
Technical insights
Technical insights
Stay informed and up-to-date with articles from our experts on technical topics or market news.
Our most popular content
We’ve broken down the complex subject of chargeable events into, easy to digest, quick reference guides. These guides cover the need-to-know facts and provide examples of the method.
This article outlines which pension lump sums can be taken during someone’s lifetime and how the tax‑free element is determined.
As announced in the Autumn Budget 2024, the Government will introduce legislation to include the value of unused pension funds and pension death benefits within the member’s estate on their death.
Tools
Discover our tools
Find the tools and calculators that help with day-to-day platform servicing and client planning.
Our most popular content
The income tax calculator calculates the income tax payable after available reliefs, for one or more chargeable event gains on a life or redemption policy. It can’t be used where the gain is assessable on trustees, or where a company owns the investment, because life and redemption contracts owned by a company are taxed under the ‘loan relationship’ rules.
Calculate the maximum gross contribution your clients or their employer can contribute to their pension by 05/04/2027. The calculator takes into account any carry forward available and any taper to the Annual Allowance that applies (calculations for the 2026/27 Tapered Annual Allowance can be performed with this tool).
This financial planning tool shows how much inheritance tax (IHT) someone will pay when they die based on the information you provide. It also allows you to model a series of lifetime gifts made by your client showing what IHT saving (if any) this has on their estate.
It can be used when advising long-term UK resident individuals only.
How to use our platform
Step-by-step guidance to help you complete key tasks on the platform.
Stay up-to-date with articles from our experts on the latest platform features.
Latest content
Dedicated resources for paraplanners, featuring articles, webinars and the latest updates.
Ask Adam: a pension comprehension intervention
Join Adam Cole, Retirement Specialist at Quilter, for a practical discussion exploring some of the most commonly misunderstood areas of pension planning. From tax-free cash and drawdown to annuities, defined benefit pensions and State Pension rules, this webinar provides valuable insights to help build confidence in navigating complex retirement planning scenarios.
Trusts: brush up on the essentials in one hour
With pension IHT changes on the horizon, trust planning is becoming a regular fixture on paraplanners’ desks and the paraplanners best placed to support their clients will be the ones who can approach it with genuine confidence, not just familiarity. Join Shaun Moore, Tax and Financial Planning Expert at Quilter, and Richard Allum at Paraplanner Assembly. Together they work through the essentials and the less obvious bits that every paraplanner working with trusts needs to have at their fingertips.
Simplifying trusts
Welcome to our trust planning centre, packed full of useful information to guide you through the process of choosing and starting a trust with Quilter.
Trust planning is becoming more important due to the growing number of clients being impacted by IHT. Trusts can effectively mitigate IHT and give your clients control over how and when their wealth is distributed.
Watch our QTalk for a clear, practical overview of Quilter’s trust range and how to match the right trust to different client needs.
