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opinion

Protecting clients from snap decisions and premature decumulation

Your profession

Protecting clients from snap decisions and premature decumulation

'IFAs have their work cut out as the situation continues to develop'

clock 03 January 2023 • 4 min read
A look at the ways to purchase commercial property via a SIPP

Pensions

A look at the ways to purchase commercial property via a SIPP

All the options for commercial property SIPP purchases

clock 03 January 2023 • 3 min read
Assessing RDR: Ten years on from landmark advice reforms

Regulation

Assessing RDR: Ten years on from landmark advice reforms

31 December marked a decade since the introduction

clock 03 January 2023 • 4 min read
Hanging on the telephone: Let's talk client communication

Your Business

Hanging on the telephone: Let's talk client communication

Proactive adviser communication more important than ever

clock 21 December 2022 • 4 min read
How diversification can support the value of a client's legacy

Tax Planning

How diversification can support the value of a client's legacy

Diversification is one of the foundations of financial planning

clock 20 December 2022 • 3 min read
Gifting and IHT — a look at everything advisers need to know

Tax planning

Gifting and IHT — a look at everything advisers need to know

Surprising tax implications of a gift to a long-term partner

clock 19 December 2022 • 4 min read
Would your clients benefit from wealth counselling?

Your Business

Would your clients benefit from wealth counselling?

Planning has evolved beyond transactional financial advice

clock 15 December 2022 • 4 min read
A look at how to run a watertight, risk-free redundancy exercise

Your Business

A look at how to run a watertight, risk-free redundancy exercise

Consultation is an important part of the redundancy process

clock 13 December 2022 • 5 min read
Ten questions to ask your client before offering financial advice

Your profession

Ten questions to ask your client before offering financial advice

The EFPA says the client and adviser 'must work hand in hand'

clock 13 December 2022 • 7 min read
Simplifed advice: Are we on the way to another advice scandal?

Your profession

Simplifed advice: Are we on the way to another advice scandal?

Chartered financial planner sets out simplified advice plan

clock 08 December 2022 • 4 min read
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