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Phil Bray: How to become a ‘go-to’ local expert

Top tips on building your reputation in your local area One of the most successful ways to grow your business is to make yourself the “go-to” planner for your niche in your local area. The long-term aim is to achieve such local dominance that, when someone thinks about your niche, they immediately associate your name […]

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, […]

Tax year-end planning with the family

From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]

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