Paraplanning support, on your terms
No retainers. No minimums. Just the help you need, when you need it.
Pay per case
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No Contracts
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No Retainer
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Pay per case 〰️ No Contracts 〰️ No Retainer 〰️
Simple pricing. No surprises.
Ad hoc
Use us when you need us
Flexible
Scale support with your workload
Ongoing
Consistent outsourced support
Estimate Your Case Cost
Build an estimate for one or two clients. Where a case involves two clients from the same household, a 30% discount is applied once to the lowest eligible base fee selected. Additional plan charges and add-ons remain chargeable in full. All fees shown are exclusive of VAT.
Client 1
Annual Review
Annual Review
Pension Cases
Pension New Business
Pension Transfer (Pre-retirement)
Pension Transfer (Post-retirement)
Pension Withdrawal (Existing Scheme)
Investment Cases
Investment New Business
ISA Transfer
Investment Review
Specialist Investments (EIS / VCT / AIM)
Client 2
Annual Review
Annual Review
Pension Cases
Pension New Business
Pension Transfer (Pre-retirement)
Pension Transfer (Post-retirement)
Pension Withdrawal (Existing Scheme)
Investment Cases
Investment New Business
ISA Transfer
Investment Review
Specialist Investments (EIS / VCT / AIM)
Shared Add-ons
Estimated fee
£0
+ VAT
Select one or more case types to see your estimate.
Estimate based on Para-Pal’s fee structure. For joint household cases, the 30% discount is applied
once to the lowest eligible base fee selected. Additional plan charges and add-ons are charged in full.