The news this week is truly holistic, with stories on tax, investment, savings, pensions and income protection all likely to get clients reaching for your phone number.
#1 Joy at being sold an insurance policy by a bank Bank advisers are rarely hailed as "guardian angels", but one woman is grateful Natwest cashier Sajid Fani sold her income protection. The £129 a month Aviva policy proved invaluable when Inger Wallis suffered a brain aneurysm and could no longer do her job, the Daily Mail reports. #2 Exotic tax structures no paradise HMRC is further clamping down on high net worth individuals who use overseas companies or trusts to hide property deals. Proposals are underway to lift the lid on complex offshore structures in places such as Panama and...
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