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Technical Update: Trusts and Estate Planning
- Wednesday, 15 May 2013
- Insight & Analysis
In this edition of Technical Update Jeremy Passmore, a Partner and Head of Private Client for Thomson Snell & Passmore Solicitors in Tunbridge Wells, Kent, looks at trusts and their pivotal role in estate and Financial Planning strategies.
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Technical Update: Assessing investment risk
- Wednesday, 15 May 2013
- Insight & Analysis
In this edition of Technical Update Michael Holland, one of the founders of data provider FE, looks at the thorny issue of assessing client appetite for investment risk.
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Technical Update: Target Risk Funds
- Wednesday, 15 May 2013
- Insight & Analysis
Risk is defined differently by many people but understanding it goes to the root of most investment decision.
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My Business: Jason Holmes of Lumen Financial Planning
- Wednesday, 15 May 2013
- Insight & Analysis
Each month Financial Planner questions a leading Financial Planner to ask them to share best practice from their businesses and the story of how they and their colleagues built their company. This month we talk to Jason Holmes CFPCM from Lumen Financial Planning in Northern Ireland.
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Real life case study: Carl Lamb of Almary Green
- Wednesday, 15 May 2013
- Insight & Analysis
Financial Planner Carl Lamb of Almary Green reflects on how he found a solution for three feuding business owners who had differing viewpoints on the future direction of their business.
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Technical Update: Auto-enrolment opportunities
- Tuesday, 16 April 2013
- Insight & Analysis
The value of the state pension, in terms of comparison with national average earnings, has been in decline for many years and this is likely to continue. The public are realising that the state may no longer provide the level of retirement income that they desire.
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My Business: Stephen Jones of Cooper Parry Wealth
- Tuesday, 16 April 2013
- Insight & Analysis
Stephen Jones of Cooper Parry, the firm which won the 2012 IFP David Norton 'Building Excellence' award, this months shares his best practice and talks about the value of the award to his firm.
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Cover feature: Sipps Survey
- Tuesday, 16 April 2013
- Insight & Analysis
Sipps continue to grow strongly but new regulatory requirements have caused a stormy time for some firms.
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Real life case study: Ian Brookes of Critchleys Financial Planning
- Tuesday, 16 April 2013
- Insight & Analysis
Ian Brookes CFPCM of Critchleys Financial Planning discusses a challenging and complex retirement planning case where patience and cashflow planning paid off and saved the client considerable amounts of tax.
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Chancellor needs to revisit income drawdown reform
- Friday, 22 March 2013
- Insight & Analysis
Few areas of pensions have been subject to more regulatory reform and political change than income drawdown. Pensions commentator John Moret of Moreto Sipps looks at what Chancellor George Osborne could do in 2013.
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