Kim Pattison
-
CoInvestor | Making the connection
What is CoInvestor‘s approach in 2020 and further into the future? We continue to scale quickly as we capitalise on the 4…
-
The Insurance Doctor will see you now
Continuing our series on the IFA’s guide to Professional Indemnity insurance, Daniel West of Apex Insurance looks at the implications of the…
-
Which leading experts are presenting to UK advisers next week?
There is still time to register for our upcoming MPS Webinar. We will be taking a look at ‘what’s under the bonnet’,…
-
How Carol’s adviser solved her IHT problem
For professional advisers only Meet Carol. She inherited sizeable assets from her late husband. She’d like to leave her estate to her…
-
M&G Positive Impact Fund: Companies’ response to Covid-19
Veronique Chapplow, Investment Director, M&G Investments, answers our questions about impact investing
-
Everything you always wanted to know around the IHT space
We recently hosted a wide-ranging webinar which was a fund manager-free zone; chaired by Mark Brownridge, Director General of EISA, Ewoud Karelse…
-
How Alan’s adviser helped with his IHT liability
For professional advisers only Meet Alan. He sold his business in the last three years. It had an unintended consequence: his daughters…
-
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,…
-
CPD – Getting to grips with the residence nil-rate band
For professional advisers and paraplanners only. Not to be relied upon by retail clients. The experts at estate planning specialist Octopus cover…
-
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
