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Technical Update: Opportunities for preserving pension wealth of clients
- Monday, 23 December 2013
Post-RDR, more Financial Planners are focusing on estate planning as changes to legislation open up new opportunities and the demands of clients to secure wealth transfer tax effectively grow.
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Real life case study: Jonathan Orchard of Old Mill Group
- Monday, 23 December 2013
Jonathan Orchard CFPCM helps a couple to see whether they can retire from running a business after health issues and instead spend their time on holidays and finding the husband's dream car.
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My Business: Ivan Hutchings of Adrian Smith & Partners
- Thursday, 10 October 2013
Each month Financial Planner interviews a leading Financial Planner to ask him or her to share best practice from their business and the story of how they and their colleagues built their company. This issue we talk to Ivan Hutchings CFPCM of Adrian Smith and Partners, West Midlands.
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