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Phil Wickenden: Avoid protection procrastination

The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]

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Lincolnshire-based IFA acquired by Fairstone

Lincolnshire-based IFA Zimb Johnson Bespoke Financial Planning has become the latest adviser acquisition for consolidator Fairstone. Four staff will join Fairstone, bringing £200m in funds under management and total fee income of £850,000. The firm is the second IFA to have been in the consolidator’s downstream buy-out model to be fully acquired by Fairstone so […]

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Inheritance tax, tax avoidance schemes and HMRC

A detailed look at the disclosure to HMRC of tax avoidance scheme changes in relation to inheritance tax, which come into force in April. As I mentioned in my last article, information is pretty important to HM Revenue & Customs (HMRC). And it is not alone. Unsurprisingly, it is pretty important to most revenue-gathering authorities […]

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Critical illness vs income protection: Which is easiest for advisers?

There is a common misconception that harsh underwriting makes income protection more difficult for advisers to place. Income protection has always had a reputation for being difficult due to the strict view insurers take when underwriting the cover. Even now I still hear “harsh underwriting” as a reason advisers do not offer it, defaulting instead […]

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Brazil: The recovery remains intact

The Brazilian investment case has transformed dramatically over the past eighteen months. Back at the beginning of 2016, the market was under pressure from both international and domestic factors. The Chinese economy was slowing, which resulted in a precipitous fall in commodity prices, and the US Federal Reserve was beginning to raise interest rates, with […]

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