Planner Casebook: A SSAS for 2 business partners
- Friday, 12 February 2021
- Articles
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.
Read more...Planner Casebook: Coping with a painful loss
- Wednesday, 21 October 2020
- Articles
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.
Read more...Planner Casebook: Helping a client make the most of his business sale
- Thursday, 27 August 2020
- Articles
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.
Read more...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.
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