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Real life case study: Carl Martin of Carpenter Rees
- Wednesday, 26 September 2012
- Insight & Analysis
Financial Planner Carl Martin CFPCM helps a family deal with the loss of two relatives and untangles a multitude of problems caused by one member's poorly drafted will.
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Technical Update: Expat planning
- Wednesday, 26 September 2012
- Insight & Analysis
In this edition of Technical Update we look at the implications of emigrating overseas on taxation and assets. Tim Thornton-Jones from Berkeley Law is a specialist in private client tax planning and has built up a significant practice advising the expat community of Monaco.
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Technical Update: High net worth individuals
- Wednesday, 22 August 2012
- Insight & Analysis
Laura Dew looks in depth at the annual Capgemini report on high net worth and ultra high net worth individuals, how their fortunes are changing and how wealth management firms are coping with change.
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Real life case study: Parminder Bains of PSB Wealth Management
- Tuesday, 21 August 2012
- Insight & Analysis
Financial Planner Parminder Bains CFPCM helps a wealthy and successful couple with substantial assets cope with redundancy and tries to give them greater control over their retirement plans.
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Cover feature: Sipps and RDR
- Tuesday, 24 July 2012
- Insight & Analysis
Increased regulatory pressures from the RDR could herald a major shake-up in the Sipp market over the next two years. Rob Kingsbury reports on how the sector is getting ready for change.
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Technical Update: History of personal pensions
- Tuesday, 24 July 2012
- Insight & Analysis
In this edition of Technical Update we look at the history of the Sipp market from its origins as a small, niche sector to today's rapid growth with over 100 providers.
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Real life case study: James Shattock of Hargreaves Lansdown
- Tuesday, 24 July 2012
- Insight & Analysis
Financial Planner James Shattock CFPCM helps a wealthy and experienced investor regain his enthusiasm for his varied investment portfolio following the devastating death of the client's wife.
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Cover feature: Investment best practice
- Tuesday, 10 July 2012
- Insight & Analysis
With RDR on the way and adviser charging on everyone's mind, Laura Dew talked to some leading Financial Planners about how they select funds for their clients, their investment stratagies and why increasing numbers favour low cost investments.
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Real life case study: Mark Brownridge of Mazars
- Tuesday, 10 July 2012
- Insight & Analysis
Mark Brownridge CFPCM of Mazars Financial Planning helps two affluent teachers avoid some retirement pitfalls and plan ahead for later life, while making the most of their investment and tax planning opportunities.
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Technical Update: Using a barrister
- Tuesday, 10 July 2012
- Insight & Analysis
In this edition of Technical Update we look at how Financial Planners can access legal advice directly from a barrister.
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