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Opinion

Bricks and mortar: Is property still a good investment?

Property Investment

Bricks and mortar: Is property still a good investment?

Unfortunately, the answer isn't straightforward

clock 30 May 2023 • 5 min read
Why cashflow modelling is integral to the advice process

Technology

Why cashflow modelling is integral to the advice process

Brings significant value to clients, advisers and regulatory obligations

clock 26 May 2023 • 3 min read
Marriage guidance: Why a prenup should be part of wedding planning

Your profession

Marriage guidance: Why a prenup should be part of wedding planning

Legal insight for advisers with clients heading down the aisle...

clock 25 May 2023 • 4 min read
Why closing the advice gap is a 'clear market opportunity'

Your Business

Why closing the advice gap is a 'clear market opportunity'

'The figures make for startling and frankly depressing reading'

clock 24 May 2023 • 3 min read
Why AI will never replace adviser/client relationships

Technology

Why AI will never replace adviser/client relationships

Do we need emotional intelligence if we have artificial intelligence?

clock 23 May 2023 • 4 min read
Discounting the discount: Discounted gift trusts explained

Tax planning

Discounting the discount: Discounted gift trusts explained

Trusts help planners reduce or eliminate their clients' IHT liabilites

clock 23 May 2023 • 4 min read
Proof of value: Seven steps to comply with Consumer Duty

Consumer Duty

Proof of value: Seven steps to comply with Consumer Duty

'This was always going to be a big challenge for adviser firms'

clock 22 May 2023 • 5 min read
Why paraplanning is not a profession but it should be

Your profession

Why paraplanning is not a profession but it should be

'We want to be seen as equal partners in the advice process'

clock 22 May 2023 • 4 min read
The great pensions unlock: Unpicking the chancellor's changes

Pensions

The great pensions unlock: Unpicking the chancellor's changes

Things sure have changed up here on pensions mountain

clock 19 May 2023 • 5 min read
How to avoid trust registration delays and support trustee clients

Tax planning

How to avoid trust registration delays and support trustee clients

Trusts provide a uniquely flexible way of planning

clock 19 May 2023 • 5 min read
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