December 16, 2014

Pension Changes

Unsurprisingly the pension changes are the biggest to impact IFAs, their clients and potential clients  You can read more about the multitude of pension changes (link back to article) in my previous post, but here’s a summary of ways these changes can mean opportunity for advisers.

 

As you are aware the 55% tax charge applied...

December 2, 2014

We work in a regulatory landscape transformed by RDR, and as with all such changes for some it’s too much change and for others it’s an opportunity.  There are going to be ways to capitalise on these changes and this post will explore what opportunities lie ahead for IFAs in the next five years.

 

You already know a lot of advisers left the s...

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