Red-tape warning on smaller family trusts

The Association of Taxation Technicians has warned that smaller family trusts - of the type often used by Financial Planners - are threatened by a rising red tape burden.

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Julie Lord: It's time to make your own financial plan

Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

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CISI's Financial Planners' fears over cost of Pensions Dashboard

The CISI’s Financial Planning and wealth management members have responded positively to Government plans to introduce a pensions dashboard, but are worried about the costs.

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Julie Lord: Good Financial Planning's enemy is bad spending

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

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