Publications

Three IFAs are asked to put forward 3 points on how to get into Income Protection. It is notable the other two focus on sales and selling whereas Alan focuses on the client to ensure the policy chosen really is suitable for the client. It is that approach that has led to client’s referring their […]

Covers the Inheritance Tax Planning of a family from the mid-1980s to the end of 2018 and how large sums of Inheritance Tax were saved.

An article showing how a Financial Adviser can add value to a client’s plans.

Shows that the legislation for extracting earnings from a PSC, personal service company, where IR35 (which looks through the, PSC, and asks if there was no company would the director be an employee of their client) is operated is unnecessary and adds artificial arrangements that are not required for instance running a payroll with no […]

Gives an insight into a week of a dual qualified and practicing Chartered Accountant and Independent Financial Adviser.