professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Feature

Investing in the profession

Case study: How to use discounted gift trusts effectively

Paul Thompson, tax & estate planning consultant at Canada Life, explains how a Discounted Gift Trust can be a highly IHT-efficient planning tool.

clock 25 August 2011 •

Technology

How Network Direct uses technology

This week, Mark Loosmore of AT8 Group examines start-up Network Direct's use of the Plum practice management system.

clock 25 August 2011 •

Investing in the profession

RDR and qualifications: The definitive Q&A

Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal...

clock 25 August 2011 •

ETFs

Our guide: ETFs made simple

David Bower, head of marketing for iShares EMEA, unravels some of the misconceptions about exchange-traded instruments.

clock 25 August 2011 •

Investing in the profession

How to get the most out of your professional body

Will Goodhart, chief executive of the CFA Society of the UK, explains why there is more to belonging to an industry body than professional accreditation.

clock 25 August 2011 •

Property Investment

Why listed property is riding high

Alban L'Honneur, assistant fund manager on the Thames River Property team, examines why listed real estate has outperformed other sectors.

clock 25 August 2011 •

Wrap/platforms

What the FSA's platforms paper means for client relationships

Osborne Clarke head of regulatory services, Tim Boyce, on why clear communication with clients will be more important than ever following the FSA's platforms policy paper.

clock 25 August 2011 •

TCF

The 11 things bank customers hate the most

Although they will be paid compensation for PPI mis-selling, bank customers still have plenty of gripes left over.

clock 24 August 2011 •

uncategorised

RP Inquiry: The future for SIPP and SSAS

Helen Morrissey takes a look at the results of the latest Retirement Planner Inquiry into the future of the SIPP and SSAS markets.

clock 24 August 2011 • 7 min read

Long Term Care

Next stop: Progress

Sue Elliott looks at recent developments in long-term care and asks what happens now.

clock 24 August 2011 •
456457458
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&section=feature