Advisers are probably familiar with the idea of using a family tree as part of the factfind but, writes Nick Bird, this can be also be the start of a very fruitful discussion on financial planning across the generations
In May and June my colleagues and I travelled the country meeting hundreds of advisers to discuss intergenerational planning. The feedback we received tells us this is something that strikes a real chord...
Doesn’t have to be complicated
Different ways of thinking
Whether it's because we had to or wanted to, lockdown gave us all the opportunity to do things differently. But which of these new habits are likely to remain part of everyday life? Simon Goldthorpe shares his thoughts...
Necessity really is the mother of invention
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Tax rises ‘further down the line’
Unveiled National Infrastructure Strategy
Consulted on making changes sooner
SM&CR deadline 31 March 2021