Kim Pattison
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The dark side of analyst estimates and forecasts
On Friday 5 June, in the face of growing Coronavirus cases and a worsening domestic (and global) economy, all three major US…
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How Alan’s adviser helped him kickstart his estate planning
Let’s consider a client scenario. John has been Alan’s financial adviser for 27 years. For most of that time, Alan ran his…
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Understanding EIS through an example portfolio
Join CoInvestor‘s webinar tomorrow at 9:30am on understanding EIS through an example portfolio. In this session created for Financial Advisers, Sanjeev Gordhan, Director…
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Event: Planning opportunities for business owners
It’s time to examine opportunities in your client bank. The upcoming episode of the Octopus Online Show covers planning opportunities that exist…
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Free Adviser Guide to Business Development in the New Normal
The Guide offers advisers a step by step approach to finding and securing new clients, and has been created by Faith Liversedge,…
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Don’t miss the next show if you have business owning clients
It’s time to examine opportunities in your client bank. The upcoming episode of the Octopus Online Show covers planning opportunities that exist…
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Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes the CIP…
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Why are tax reliefs available on some investments?
In the middle years of the 1990s, the UK Government kicked off a quiet revolution in the way long-term investment is directed…
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The story of the ISA and the latest state of play
Individual savings accounts (ISAs) were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts…
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It’s Time to Move Forwards – Reset Your life Post-Lockdown
In Time to Move Forwards at 4.55pm on 23rd September, you’ll: Explore what will be different and what stays Identify what you…
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