Kim Pattison
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Harold worries he’s left estate planning too late
For professional advisers and paraplanners only Meet Harold. He and his wife are in their 90s and worry time is running out…
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Everything you need to know about funeral plans
By the end of 2019, over 2 million funeral plans had been sold in the UK since 2002, according to the Funeral…
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31 pages of transparency
Steve Harris, CEO of Committed Capital, is adamant that “the interests of our investors are central to everything that we do. Investors…
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Not all funeral plans are created equal
A funeral plan is a promise to deliver a funeral in the future. However, not all funeral plan providers, or funeral plans,…
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New bespoke BR consultancy service from Hardman & Co
Estate planning is one of the fastest growing sectors in the Financial Services world. This is hardly surprising given the increase in…
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The Committed Capital Growth Fund – a summary
“The Committed Capital Growth EIS Portfolio Service aims to generate attractive tax-free returns from investments in UK based, post revenue (typically £1m+),…
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Terminal reputational damage?
Kerrranggg! What was that? No, not the opening chord of a heavy metal anthem, but the sound of exalted reputations hitting the…
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Synthetic replication may offer a structural advantage
In brief: For index exchange-traded funds (ETFs), synthetic replication has recently gained equal footing with physical replication and, for tracking some indices,…
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The Octopus Online Show: Helping clients overcome investment fears
For professional advisers and paraplanners only. Not to be relied upon by retail investors. It’s often during times of market uncertainty that…
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Funeral plans guarantee so much more than Over 50s policies
Advising your clients to make financial preparations for their future, and in particular their funeral arrangements, makes good sense. For most, saving…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
