Sponsored 14 Nov 17
Keeping an eye on future estate planning
In the run up to next week’s budget, there is increasing speculation that the Chancellor will once again look to reduce the tax advantages provided by pensions. Whether this comes through another cut in the annual allowance or a change to the tax relief, it would be a further blow for middle and high income earners who are looking to save for retirement.
Sponsored 6 Sep 17
Rachael Griffin talks technical expertise in the financial planning process
Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.
Sponsored 1 Mar 17
Quilter Cheviots Tim Childe talks about bespoke discretionary portfolios
Quilter Cheviot focuses primarily on structuring and managing bespoke discretionary portfolios for private clients, charities, trusts, pension funds and intermediaries.