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Why Planners should include 'family' IHT reviews

Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.


Exclusive: Means-testing 'threat' for State Pension

A Financial Planner has told Financial Planning Today he believes the State Pension could be under threat of means-testing following the Government's decision to suspend the pensions triple lock for a year.


Walker Crips to boost Financial Planning arm 

Wealth manager Walker Crips has boosted its Financial Planning division with a raft of hires for its new Southampton office.


Walker Crips bolsters wealth management arm

Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.

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