Revealed: Final shortlists – 2018 Women in Financial Advice Awards
Regional categories for Financial Adviser of the Year
George Houston: Passing down the gift of clarity
George Houston talks about the loss of his dear mum and the lessons he learned from being her Executor, most-importantly the importance of clear instructions in estate planning
Revealed (4): More shortlists – 2018 Women in Financial Advice Awards
Contribution to Gender Diversity, Most Inspiring Returner and more
Revealed (3): More shortlists – 2018 Women in Financial Advice Awards
Role Model, Social Media Influencer and more
Revealed: More shortlists for 2018 Women in Financial Advice Awards
This week and next, Professional Adviser and Retirement Planner are proudly publishing the shortlists for the inaugural Women in Financial Advice Awards.
Revealed: First shortlists for 2018 Women in Financial Advice Awards
Rising Star, Mentor of the Year and more
Peter Hopkins: The nitty-gritty of discretionary death benefits
Peter Hopkins looks at discretionary death benefits and sets out a detailed list of dos and don'ts when going through the process with clients...
Fiona Heald: The importance of setting up powers of attorney
Solicitor Fiona Heald explores the importance of powers of attorney and urges advisers to give clients a nudge to help get the process started
Neil MacGillivray: Is the abolition of IHT on its way?
If the current IHT regime's days really are numbered, writes Neil MacGillivray, then advisers with clients who have held off making gifts for IHT planning purposes may want to get them to act
Bob Champion: Why the later life adventure is a personal journey
Bob Champion looks at the Institute of Fiscal Studies' End of Life data set which throws up some interesting stats which advisers can use to drive client conversations...
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George Houston: Passing down the gift of clarity
George Houston talks about the loss of his dear mum and the lessons he learned from being her Executor, most-importantly the importance of clear instructions in estate planning
