receive all cookies from our website including cookies that are linked to your personally identifiable information. See our
Please be aware that some information on this website may not be displayed properly on a mobile device
Pension planning articles looking at pre-retirement, benefits in retirement and death benefits.
A range of investment planning solutions covering personal and business investments.
Financial planning opportunities giving you information about inheritance tax and trust planning.
Using an example to show the advantages of writing a single life policy under trust
When a couple are divorcing it is often necessary to attempt a reconstruction of the couple’s finances in two (potentially unequal) parts.
Air crashes, acts of terrorism and other events causing mass fatalities are those which all to regularly propel 24 hour news coverage into the homes of your clients.
The distribution of an estate on the death of an individual in the UK is dealt with either by Will or by the applicable Intestacy Rules if no Will was left.
In this article we look at simple protection planning for couples and consider the added value provided by recommending two single life policies under trust.
In this article we identify the separate life assurance needs to cover the inheritance tax liabilities resulting from making outright gifts to family and friends.
A review of how continued membership, or joining a new, death in service scheme can impact on clients applying for fixed protection 2016.
This article looks at what is involved in being a trustee of a life assurance policy under trust
Back to top