Proposed rules mean solicitors must increase their due diligence on whoever they refer to. So, what does this mean for law firms? The Solicitors Regulation Authority (SRA) urges firms to have a holistic picture of their client’s needs. Part of this is having formal relationships with financial planners such as ourselves. There are clear links
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The start of the new year is the time when tax planning comes to the fore in the financial planning calendar. It gives enough time to put anything in place before the end of the tax year on April 5th. But does the General Election on 12th December mean tax planning should take place early?
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Doing the right thing with your pensions is not always easy but it has become much harder for members of the NHS pension scheme. Many have incurred tax bills through no fault of their own. Some are opting out of their pension schemes altogether to avoid tax. Giving up the lucrative benefits afforded by the
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Many of us go to great lengths to protect what we have while we are here. We put in alarm systems, smart doorbells, thick locks. However, most of us do not do anything about protecting what we have when we are gone. A new survey by the British Heart Foundation found 61% of people do
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Our portfolios incorporate how to maximise the chances of long-term investment success. This means nothing if we do not invest for the long term. We built our investment process on the belief that over the long term, the global economy will reward those who invest in it with suitable returns. We also believe the investment
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