Bob Champion looks at the prospects for life after Covid-19 and asks how financial services can change and evolve to serve clients operating in the 'new normal'. He says 'normal will never be the same but the time to prepare for it is now'.
Kim Jarvis looks at personal injury trusts and explains what advisers need to know to help people deal with large sums after sometimes tragic events...
Despite rule changes, there are still a number of reasons naming a trust a trust as a beneficiary can lead to good outcomes. Jessica List explains all
Canada Life’s Kim Jarvis looks at chargeable events and deficiency relief in this technical article for Retirement Planner.
Andrew Banks remembers previous market setbacks and consider what they mean for markets today.
Tucked away in this year’s Budget was quite an important change in relation to the taxation of life insurance bonds, writes Neil MacGillivray, which could spell good news for many…
Trustees are permitted to grant interest-free loans from trusts to beneficiaries under certain circumstances. Here, Canada Life's Kim Jarvis runs through the intricacies
Elaine Turtle looks at what happens when a scheme pension member dies and how to safely navigate the arrangement’s quirks
Budget 2020: What are the 10 key takeaways? Professional Adviser and Investment Week report
Chancellor Rishi Sunak only gave a “vague indication” of how social care funding will be tackled in his inaugural Budget.