Bob Champion: Preparing for a post-coronavirus world starts now
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: Income modelling for personal injury trusts
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...
Jessica List: Trusts as a beneficiaries explained
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
Kim Jarvis: Chargeable events and deficiency relief
Canada Life’s Kim Jarvis looks at chargeable events and deficiency relief in this technical article for Retirement Planner.
Andrew Banks: Does History Repeat Itself?
Andrew Banks remembers previous market setbacks and consider what they mean for markets today.
Neil MacGillivray: The Budget’s good news on gains
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…
Kim Jarvis: The intricacies of obtaining a loan from a trust
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: Quirky scheme pension death benefit rules explained
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?
Budget 2020: What are the 10 key takeaways? Professional Adviser and Investment Week report
Budget 2020: Govt fails to ‘get it done’ on social care
Chancellor Rishi Sunak only gave a “vague indication” of how social care funding will be tackled in his inaugural Budget.
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Bob Champion: Preparing for a post-coronavirus world starts now
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'.
