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  • Editor Kevin O'Donnell

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

  • Planner Casebook feature

    Planner Casebook: A complex divorce case with a twist

  • Helping a couple with inheritance challenges

    Planner Casebook: Fixing problems with a windfall inheritance

  • Planner Casebook: Helping a client make the most of his business sale

  • Painful loss covered by this casebook

    Planner Casebook: Coping with a painful loss

  • Two business partners used a SSAS to plan ahead

    Planner Casebook: A SSAS for 2 business partners

  • Chartered Financial Planner Roger Jackson of FMB

    Family wealth plans help secure clients of tomorrow

  • The client, a successful lawyer, wanted to spend more time cycling after recently retiring and suffering family loss

    Casebook: Estate planning following a shock bereavement

  • The complexity of Financial Planning often becomes apparent when life throws unexpected challenges.

    Casebook: Death of an entrepreneur

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

    Planner Casebook: Helping a HNW client with £10m windfall

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