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Opinion

Bonds

Kim Jarvis: Why onshore bonds should be in every adviser's toolkit

Tax-efficient income

clock 23 January 2020 • 4 min read

Tax planning

Ian Smart: The IR35 opportunities for advisers explained

The changes to IR35 tax rules are going to offer tax and life planning opportunities, writes Ian Smart, who explains all in this column...

clock 23 January 2020 • 5 min read

Your profession

Scott Hopkinson: Why advisers need to bring down their average client age

'Take pro-active steps'

clock 22 January 2020 • 5 min read

Tax planning

Libby Holding: Can estate planning help tackle care fees?

Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...

clock 21 January 2020 • 4 min read

Your profession

Tim Sargisson: Why is pricing such an issue for advisers?

Three reasons

clock 20 January 2020 • 4 min read

Your profession

Targeting younger clients: Meet the adviser hoovering up 'HENRYs'

It’s The Pro Adviser Podcast

clock 17 January 2020 • 1 min read

Your profession

Tom Ellis: Let's hope the platform market winds are changing

A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon

clock 17 January 2020 • 3 min read

Your profession

Paraplanning insight: Richard Allum's steps to successful outsourcing

Five-steps to outsourcing happiness

clock 15 January 2020 • 2 min read

Investment

Laura Suter: The most unpopular part of the investment market is...

It’s unlikely that any end-of-year quizzes asked which part of the market was most unpopular with UK investors in 2019, writes Laura Suter, but it’s a pretty interesting answer...

clock 14 January 2020 • 3 min read

Your profession

Carl Lamb: Pressurised advisers need regulatory clarity in 2020

'Advice is timely'

clock 13 January 2020 • 4 min read
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