Divorce finances, Protect what matters
Why protection advice is crucial when clients divorce
Advising people at this vulnerable time could influence their financial security for the rest of their lives, and…
Articles by Nadia Khan Dippfs Cert Cii (mp)
Beneficiaries, Pension Planning
Using EOW and Wills to help pass on pension wealth
Clients can pass on their pension assets to a beneficiary of their choice on their death in a number of ways but…
Investment, Buy To Let, Stock market
Property or stock market?
Many British people have for decades been somewhat obsessed with comparing their property with their pension or…
IHT, ISA, AIM Shares, Business Property Relief
Are ISAs subject to inheritance tax?
Individual Savings Accounts (ISAs) are popular with investors and savers looking to protect returns from tax. There is…
Lump sum, Insurance, Income Protection
The Importance of Income Protection Insurance
Income protection insurance is an insurance that covers you in the event that you find yourself unable to work for any…
Annual review, Risk tolerance, Pension review
Why You Need To Get A Pension Review
Retirement is a time for relaxation, indulging in hobbies and spending quality time with family. So your pension must…
Planning, Agreement, Protect what matters
Moving in together - getting a Cohabitation Agreement
A cohabitation agreement is a legal document between unmarried couples who are living together. It sets out…
IHT, Payout, Trust Planning
Why Onshore Bonds and Trusts are the perfect partners
Why placing an onshore bond into a trust is so much more than IHT planning.
For 73% of people, the most important…
IHT, Insurance, Tax Planning, Trust Planning
Life insurance and Inheritance tax
Life insurance can help protect your loved ones and help leave them financially secure after you're gone. Even better,…
Tax Planning, Pension Planning
Passing on pensions assets tax efficiently
Clients can pass on their pension assets to a beneficiary of their choice on their death in a number of ways and it is…
Long term planning, Investment Planning
Advantages and disadvantages of Investment Bonds
The advantages of Investment Bonds:
Inheritance Tax mitigation if gifted into trust or used within a packaged IHT…
Life Insurance, Future Planning
Life Insurance Solutions for Your Blended Family
Financial planning for blended families can be awkward at best, especially when it comes to dealing with legacy…