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The Technical Quiz: 16 April

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions…

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Mark Holweger: Using health awareness days to boost CI engagement

My calendar includes a number of critical illness awareness campaigns at the moment. March was focused on prostate cancer awareness, while this month is bowel cancer awareness month. You may recall that Monday was World Health Day. These consumer campaigns are certainly welcome, as they raise the level of discussion around these conditions and hopefully […]

Trusts: Easier than you think?

Protection providers often extol the benefits of placing plans in trust. The advantages for clients are widely recognised and numerous – inheritance tax mitigation, avoiding probate delay, controlling claim proceeds, and so the long, familiar list continues. Yet, dismissed as unnecessary form-filling, or simply viewed as irrelevant in the context of a mortgage sale, less […]

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