Recommended

AFH Alan Hudson 700

Consolidator snaps up Yorkshire IFA

Consolidator AFH has bought York-based advice firm Corville Financial Services for up to £2.9m. The acquisition is AFH’s eighth so far for the financial year. AFH has already paid £1.47m with the rest of the projected purchase price to be paid in two lots over 26 months, subject to performance. Debbie and Nick Burchall will […]

Protection Watch: Fresh thinking and power to the people

Protection Review chief executive Kevin Carr looks at recent market events Power to the people Now in its third year, the Protection Distributors Group has recently launched its “Claims Charter”, which aims to improve the basic levels of best practice undertaken by insurers when dealing with claims. Over the last two years, the group has […]

Leading the pack, ingenuity,standing out from the crowd concept.
1

Building the perfect financial adviser

Can you go from zero to planning hero? New recruits are not entering the advice industry at the rate required to meet the growing need for service, despite strong salaries and job satisfaction. A joint report from recruitment consultants BWD and Money Marketing earlier this year showed average adviser earnings soared to £93,100 in 2017, […]

Guidance to play key role in self-employed pensions crisis

A report has called for more government involvement in resolving the “self-employed pensions crisis” as new figures show just 31 per cent of the self-employed are paying into a pension. The study from The Association of Independent Professionals and the Self-Employed puts forward six solutions to improve savings rates across the group. Several of the […]

Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment