Phil Wickenden: Next generation advice models

December 2012 had all the hallmarks of finality. A galactic alignment 26,000 years in the making and an historic “year zero” according to arcane texts, signalling a great end to the world as we know it. This was expected to be the day that massive solar flares were to burst off our sun, scorching the […]

Picture of Helen O'Hagan from Prudential

ISA boost

Helen O’Hagan explores how clients could take advantage of generous limits available at tax year end within their ISA. Due to their tax efficiency it’s well worth your clients taking advantage of the generous limits available each tax year within their ISA to help them build up their savings. The current ISA limit of £20,000 […]


Fixed protection: stick or twist?

What increase in standard lifetime allowance means for clients with fixed protection Mindy has had income for the last three tax years of around £38,000 from her tailoring alterations business. She plans to sell the business and take her pension benefits to fund her day-to-day living expenses when she reaches her 60th birthday in August. […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment