Current Thinking
Technical matters from Dan Hodges Head of Paraplanning & Compliance on Trust registration and Consumer Duty.
If you have Trusts, your legal or tax advisers should have this in hand, but ...
During one of the lockdowns, I crashed my mountain bike whilst chasing my young, fit and highly-skilled daughter around the park. I did a little jump, la ...
Having been an executive coach for the last 25 years, I’ve had the privilege of having intimate conversations with successful people from diverse fields of work. Despite there being differences in per ...
Sharing your wealth with your family in not a new concept, but the focus on it now has gathered pace as we all fear for our children’s futures as a result of higher education fees, increasing house ...
The budget was a bit of a non-event in terms of new measures of impact to how our clients plan their affairs, however, this disguised the continued lack of increase in any of the major tax allowances ...