Planner Casebook: A SSAS for 2 business partners

In our latest Planner Casebook in Financial Planning Today magazine, Michael Seagrove of Albert Goodman, helps two business partners put together a complex exit from their firm by developing a long-term financial plan based around a SSAS.


Planner Casebook: Coping with a painful loss

The loss of a loved one can destablise a family. In our most recent Planner Casebook, Carla Brown FPFS of Oakemere Wealth helps a widow cope with family illness which led to bereavement.


Planner Casebook: Helping a client make the most of his business sale

Experienced Financial Planner and wealth manager Christine Ross CFP, a client director at Handlesbanken, recently helped a 60-year old business owner make the most of his business sale.


Planner Casebook: Fixing problems with a windfall inheritance

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.

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