Could financial planning help people considering a divorce? And might exploring the financial implications before starting the process empower clients to act? Here are Mark’s thoughts on these questions and…
Over the next few weeks and months, millions of UK workers will head back to the office. Whether they are returning from furlough, or they have been working remotely since…
Just four months after delivering his first Budget as Chancellor, Rishi Sunak delivered a summer statement on Wednesday 8th July 2020. Back in March, some of the Budget measures the…
If a recent article in the Telegraph is to be believed the number of divorce cases is likely to increase as a result of the lockdown. Many relationships that were…
In recent weeks we’ve been asked how Covid-19 is affecting pension sharing reports. Here’s your guide, and a link to a recent useful BlueSKY webinar on the subject
Towards the end of 2019, our commitment to the highest levels of service, advice and support were recognised by the well-known trade magazine New Model Adviser. The professional publication named…
Last month, we shared with you a complete guide to the pensions Lifetime Allowance (LTA). We received lots of positive feedback from this article and there was lots of interest…
The Lifetime Allowance (LTA) was introduced in April 2006 and put a cap on lifetime pension savings after which an LTA tax charge would become payable. As the graph below…
From time to time, we are asked to share our expertise in professional and industry publications. Recently, Mark Penston was asked to co-author an article for the Family Law Journal…
At Christmas time it is natural to reflect on the year just gone and to look forward to the New Year. 2019 has been a very busy year for BlueSKY…
5 top tips for professional collaboration when working with vulnerable clients
A few months ago, we covered how to identify signs of financial vulnerability. But recognising that a client may be vulnerable is only the first step. The next question is:…
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How joint meetings can transform the client experience
Clients often come to professionals with problems that don’t fit neatly into one discipline. For instance, divorce often involves multiple financial considerations as well as legal issues. Estate planning involves…
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Why your clients need to review their life insurance policies after their divorce
Your divorcing clients may focus their efforts on reassessing key arrangements, such as dividing their assets, updating their wills, and agreeing on their childcare commitments. While all of this is…
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