Sue Whitbread
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The estate planning scenario: Mark Lambert of HSBC Life gives an overview on the importance of estate planning
Mark Lambert of HSBC Life looks at why is estate planning such an important part of the financial planning process The first…
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Estate Planning: How to avoid damaging the standard of living for clients in later life
Oxford Capital highlights a useful strategy offering advisers an effective IHT planning solution with flexibility and control Currently, the majority of IHT…
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Estate planning: we talk to James Sore, Chief Investment Officer of SyndicateRoom
With a huge range of options and products for advisers to consider in the estate planning space, we talk to James Sore,…
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Intergenerational financial planning – keeping it in the family. Henny Dovland, Time Investments.
Henny Dovland, inheritance tax expert and business development manager at TIME Investments talks through some of the considerations involved As we live…
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Impact Investment a ‘win-win’ for both investors and advisers says Triple Point
A more principled approach to investing is a key theme sweeping markets says Triple Point as they highlight the importance of…
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Finding potential investment opportunities in disruptive technology
How can advisers and paraplanners capitalise on the continuing developments this exciting sector has to offer for client portfolios? L&G ETF, part…
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Weekend press review: the next big mis-selling scandal?
The Financial Times majors on a story that eight large corporate pension funds have received an official warning about the possibility that…
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Cashflow provider i4C announces key partnership with Intelliflo
Cashflow modelling fintech start-up i4C ( the i4C team is pictured above) has entered into a landmark strategic partnership with Intelliflo, a…
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Intergenerational planning tips from the coal face – Damian Davies, The Timebank
This article is part of IFA Magazine’s June series on intergenerational planning Two hidden conkers to beat the old chestnut Helping our…
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Intergenerational planning – the use of trusts: Peter Legg, IHT Planning Matters Ltd.
As part of IFA Magazine’s series of features on the topic of intergenerational planning, Peter Legg of IHT Planning Matters Limited examines,…
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