In recent years, new rules have helped millions of retirees access their pension pots more flexibly. The Pension Freedoms legislation revolutionised the way you can draw income from your savings,…
Welcome to the second article in our series focusing on pension sharing implementation. The first article touched on considerations that needed to be made prior to the pension sharing annex…
Inheritance Tax reforms are on the horizon. Here’s how financial planners and solicitors can help clients stay efficient
One of the key concerns for clients of solicitors and financial planners is how to ensure their beneficiaries are supported by the legacy they’ll leave behind. These concerns have increased…
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5 ways solicitors and financial planners can help vulnerable clients
Even if some of your clients seem fine on the surface, they may be vulnerable in ways that are far trickier to identify. While many manage these difficulties privately, some…
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What the modernisation of wills means for financial planners, solicitors, and our clients
Wills have long offered people around the UK a way to manage their estates and pass their assets on to their loved ones. Despite significant legal and technological advancements over…
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