Sue Whitbread
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Markets through a lens – Brian Tora
What lies ahead for the global economy and investment markets in 2020? As 2019 draws to a close, Brian Tora reflects on…
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Twenty Twenty Vision – from Mike Wilson
We all know how to read the road map, says Michael Wilson. Of course we do. But is that shimmering vision on…
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Choosing the right paraplanning solution
As more and more financial planning firms are recognising the importance of having an effective paraplanning process in place, Tracey Underwood,PACE Solutions,…
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How good are your business habits?
Even the best financial planning firms can benefit from a practical review of their business habits in pursuit of excellence. Brett Davidson,…
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Intergenerational planning
Helping clients to make effective plans to maximise the amount of their estate which is passed to their chosen beneficiaries after death…
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Are you ready for the Senior Managers & Certification Regime?
The clock is ticking ahead of the 9th December implementation date for this FCA ruling. But how ready are you? Compliance consultant…
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Advisers lukewarm over Office of Tax Simplification’s IHT recommendations
Despite reducing complexity, the series of recommendations made by the Office of Tax Simplification (OTS) for updating and simplifying Inheritance Tax (IHT)…
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Platform cost comparison tool launched
Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which allows adviser firms to quickly and accurately…
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Labour manifesto – the potential impact on people’s finances and long term savings
Labour has today published its election manifesto with plenty of proposals that could have a big impact on people’s finances and long…
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Paraplanning in practice
Increasingly, paraplanning is being seen by large numbers of professionals across the UK as a career choice in its own right. Given…
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