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ParaplanAIThe Paraplanners’ Workbench

— Research

What the numbers actually say.

Independent analysis of how UK pension and investment-bond tax calculations are done — where the rules bite, where the common tools go wrong, and what practitioners tell us.

Flagship report · 2026 edition

The State of Paraplanning Tax Calculations

How a single 2021 rule change still moves real relief by hundreds of pounds, the error patterns we document against HMRC's own worked examples, and the practitioner survey measuring how confident the profession is in its own figures.

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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.