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  • New Financial Planning Today Magazine - view now

    The latest issue of Financial Planning Today Magazine was published recently and this is now the perfect time to subscribe to make sure you continue to view this and future issues.

  • Editor’s Comment: Long term solutions to short term problems

    Editor Kevin O'Donnell
  • Planner Casebook: A complex divorce case with a twist

    Planner Casebook feature
  • Planner Casebook: Fixing problems with a windfall inheritance

    Helping a couple with inheritance challenges
  • Planner Casebook: Helping a client make the most of his business sale

  • Planner Casebook: Coping with a painful loss

    Painful loss covered by this casebook
  • Planner Casebook: A SSAS for 2 business partners

    Two business partners used a SSAS to plan ahead
  • Family wealth plans help secure clients of tomorrow

    Chartered Financial Planner Roger Jackson of FMB
  • Casebook: Estate planning following a shock bereavement

    The client, a successful lawyer, wanted to spend more time cycling after recently retiring and suffering family loss
  • Casebook: Death of an entrepreneur

    The complexity of Financial Planning often becomes apparent when life throws unexpected challenges.
  • Planner Casebook: Helping a HNW client with £10m windfall

    Robin Melley is founder and managing director of Matrix Capital in Shropshire

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