Kim Pattison
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Insurance Doctor: Coronavirus (Covid-19) – the market
Continuing our series on the IFA’s guide to Professional Indemnity insurance, Daniel West of Apex Insurance looks at the implications of Covid-19…
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Tax stops for no man – and no virus
Regardless of the level of chaos and uncertainty the world finds itself in, a tax year is a tax year. Maximising…
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Two-part online estate planning masterclass
Got a client who needs to do some estate planning? Then you should tune in to watch The Estate Planning Show…
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Got a client who needs to do some estate planning? Tune in to watch The Estate Planning Show
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to do some…
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How is Covid-19 affecting the IFA M&A landscape?
The market is facing unprecedented times and this has, unsurprisingly, resulted in a number of questions as to what this means for…
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Octopus Live Online: The Estate Planning Show
Got a client who needs to do some estate planning? Then tune in to The Estate Planning Show For professional advisers…
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Resilient biotech sector despite widespread market turmoil
The first quarter of 2020 was quite a challenge for investors. After stock markets surged to new all-time highs in February, panic…
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Pencil full of lead: When it comes to retirement planning..
Over the years, I’ve adopted the Squirrel Syndrome when it comes to pensions. In common with the furry nuthoarders, I invested my…
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A day in the life of a PFS Purely Paraplanning event
Paraplanners are a friendly and sharing group that’s for sure. Caroline Stuart recounts a day in the life of a PFS Purely…
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Octopus Live Online: The Estate Planning Show
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to do some…
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