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ParaplanAI
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— Research

What the numbers actually say.

ParaplanAI's analysis of how UK pension and investment-bond tax calculations work, and where the rules are easy to get wrong.

Flagship report · 2026 edition

The State of Paraplanning Tax Calculations

How one top-slicing rule for gains from 2021/22 can move the relief on a single bond by hundreds of pounds, three error patterns we document with worked cases, and a planned practitioner survey of how confident the profession is in its own figures.

Read the report →

Writing about adviser technology or the post-LTA tax landscape? Our analysis is free to cite as “ParaplanAI's analysis”. Figures and methodology are on each report; for data, comment or the underlying worked examples, contact info@paraplanai.co.uk.