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Author profile

Maria Merricks

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Articles by Maria Merricks

Regulation

Regulation round-up: Budget, FCA risk outlook and independence

Your monthly update on the key regulatory events of the past few weeks

clock 07 May 2014 •

Tax Planning

IHT: Beware the lifetime gifting traps

IHT: Beware the lifetime gifting traps

clock 02 May 2014 •

Adviser tips

Well covered: Why picking a protection policy is no longer about price

Clients' protection priorities are changing and so too are the tools on offer to help advisers find the right solutions.

clock 01 May 2014 •

Managed solutions

What are the most compelling megatrends?

What are the most compelling megatrends?

clock 24 April 2014 • 4 min read

Charging

How big is the threat to trail commission?

Just how big is the apparent threat to trail commission?

clock 23 April 2014 •

Regulation

Ten questions to prepare for your FCA review

Ten questions to help you prepare for your regulatory review

clock 11 April 2014 •

Pensions

Small print: What the changes to drawdown mean for your clients

What the changes to drawdown mean for your clients

clock 04 April 2014 •

Tax Planning

Property in a pension: Let the tax man pay the deposit

Why clients should consider residential property funds for their SIPP

clock 27 March 2014 •

Tax Planning

Getting technical: An education in controlled access trusts

Canada Life's Neil Jones takes a closer look at controlled access trusts

clock 14 March 2014 •

Adviser tips

Adviser Masterclass: Ten questions to really get clients talking

Beyond the fact find: Ten questions to really get clients talking

clock 14 March 2014 •
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