Ideas And Opportunities/Identifying The Opportunity/Selling The Problem

Below is a selection of our most recent updates on this subject.

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Longer Working Required: Pension Policy Institute Findings

Pensions Policy Institute (PPI) issues strong warning on retirement: The resulting importance of considering 'You' as an asset class
Friday, May 04, 2012

Your Business Is Your Pension …ESPECIALLY If You Sell To Facebook

The recent purchase of Instagram by Facebook reminds us of the importance of building the right sort of business (ie one that is valued by "would be buyers" if value realisation is the 'end game').
Monday, April 16, 2012

Life Assurance In Estate Planning

The current strong climate of Government aggression to 'repugnant' tax avoidance may make trust based protection more appealing to estate planners
Monday, April 16, 2012

Tax Effectively Funding For The Costs Of Higher Education/Property Purchase For Children And Grandchldren

The future of one's children or grandchildren will usually rank relatively highly as a concern for most parents and grandparents. The increasing costs of higher education and the difficulty of 'getting on the property ladder' are subjects that financial advisers should look to address with their clients who are parents or grandparents of minor children
Thursday, February 09, 2012

Deferral Of State Pension

To consider whether it is attractive for an individual to defer the taking of their basic state pension.
Thursday, February 09, 2012

Making The Most Use Of Pension Input Periods

Where a client is looking to maximise pension contributions it is essential to understand how pension input periods work and how to use these most effectively.
Thursday, February 09, 2012

Economically Maximising ISA Contributions

A sometimes forgotten way to maximise ISA contributions while minimising current expenditure
Thursday, February 09, 2012

Attracting And Retaining Employees

Using a relevant life policy to provide valuable but highly tax-efficient benefits
Thursday, February 09, 2012

The Need To Give Pension Advice

The need to give pension advice
Thursday, February 09, 2012

Tax Planning For Smes

Opportunities to prove to SMEs that tax planning is not 'just for the big boys'
Thursday, February 09, 2012

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