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  • Editor’s Comment: Long term solutions to short term problems

    Editor Kevin O'Donnell

  • Planner Casebook: A complex divorce case with a twist

    Planner Casebook feature

  • Planner Casebook: Fixing problems with a windfall inheritance

    Helping a couple with inheritance challenges

  • Planner Casebook: Helping a client make the most of his business sale

  • Planner Casebook: Coping with a painful loss

    Painful loss covered by this casebook

  • Planner Casebook: A SSAS for 2 business partners

    Two business partners used a SSAS to plan ahead

  • Family wealth plans help secure clients of tomorrow

    Chartered Financial Planner Roger Jackson of FMB

  • Casebook: Estate planning following a shock bereavement

    The client, a successful lawyer, wanted to spend more time cycling after recently retiring and suffering family loss

  • Casebook: Death of an entrepreneur

    The complexity of Financial Planning often becomes apparent when life throws unexpected challenges.

  • Planner Casebook: Helping a HNW client with £10m windfall

    Robin Melley is founder and managing director of Matrix Capital in Shropshire

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