Planner Casebook: Fixing problems with a windfall inheritance
- Tuesday, 10 March 2020
- Articles

Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.
Read more...Planner Casebook: A complex divorce case with a twist
- Friday, 06 December 2019
- Articles

Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.
Read more...Latest Financial Planning Today magazine is published
- Wednesday, 24 July 2019
- Articles

The latest issue of Financial Planning Today magazine has now been published and features the results of our latest annual Financial Planning survey.
Read more...Using a SSAS to help a business move forward
- Friday, 12 July 2019
- Articles

Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.
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