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Centre of Modern Family Report

Read our report on work family balance to explore the challenges and pressures faced by working families today.

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Safe pair of hands: How advisers are protecting clients in the Brexit aftermath

Trust in a diversified portfolio. That is the key message advisers are giving clients in the aftermath of last week’s Brexit vote as firms focus on reassuring customers in the wake of market shocks and volatility. The 24 June referendum decision that will see the UK leave the European Union has resulted in stockmarket and […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]

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