Tuesday, 30 October 2012 15:58 Written by Don't delete
Dan Woodruff CFPCM reflects on a business development case which saw two owners enquire about the worth of their business prior to selling it to the highest bidder.
Matt Oechsli of The Oechsli Institute in the US looks at five common practice management mistakes that Financial Planning firms make and looks at ways to avoid costly mistakes.
The Sipps market has powered ahead in recent years but are too many providers chasing too few customers? Sally Hamilton talks to leading planners to assess the health of the sector.
In this edition of Technical Update we look at the implications of emigrating overseas on taxation and assets. Tim Thornton-Jones from Berkeley Law is a specialist in private client tax planning and has built up a significant practice advising the expat community of Monaco.
Wednesday, 26 September 2012 13:38 Written by Don't delete
Financial Planner Carl Martin CFPCM helps a family deal with the loss of two relatives and untangles a multitude of problems caused by one member's poorly drafted will.
Wednesday, 22 August 2012 10:09 Written by Don't delete
Laura Dew looks in depth at the annual Capgemini report on high net worth and ultra high net worth individuals, how their fortunes are changing and how wealth management firms are coping with change.
Tuesday, 21 August 2012 15:12 Written by Don't delete
Financial Planner Parminder Bains CFPCM helps a wealthy and successful couple with substantial assets cope with redundancy and tries to give them greater control over their retirement plans.
Increased regulatory pressures from the RDR could herald a major shake-up in the Sipp market over the next two years. Rob Kingsbury reports on how the sector is getting ready for change.
In this edition of Technical Update we look at the history of the Sipp market from its origins as a small, niche sector to today's rapid growth with over 100 providers.
Tuesday, 24 July 2012 14:56 Written by Don't delete
Financial Planner James Shattock CFPCM helps a wealthy and experienced investor regain his enthusiasm for his varied investment portfolio following the devastating death of the client's wife.
With RDR on the way and adviser charging on everyone's mind, Laura Dew talked to some leading Financial Planners about how they select funds for their clients, their investment stratagies and why increasing numbers favour low cost investments.
Mark Brownridge CFPCM of Mazars Financial Planning helps two affluent teachers avoid some retirement pitfalls and plan ahead for later life, while making the most of their investment and tax planning opportunities.
Wednesday, 30 May 2012 15:50 Written by Don't delete
Writer Sally Hamilton looks at the rising number of platform providers and asks how the landscape for them and the Financial Planning profession will change with the advent of the RDR in 2013.