Ian Browne

Quilter: Will the long-awaited DB transfer template finally deliver?

At the peak of the market around two years ago, clients were frequently left frustrated as Cash Equivalent Transfer Values (CETVs) lapsed. Many advisers conducting defined benefit transfer appraisal will be familiar with the potentially jeopardising effect of even a small snag in the process. Where valuations lapsed clients were forced to ask the scheme […]

Ian Browne: Making the most of the marriage allowance in retirement plans

Advisers can help clients make some substantial tax savings The beginning of April heralded a new tax year and this brings updated tax allowances. Some of these new allowances can offer little gems to create value for clients and launch wider conversations about retirement planning in general. One such allowance is the marriage tax allowance, […]