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Simply Biz makes a will deal

Estate Preservation Services, a firm backed by Graham Bates and Helen Peace, is linking up with Simply Biz to provide a will-writing service for the group.

EPS will be Simply Biz&#39s preferred will-writing and estate administration service for its 660 member firms.

EPS is based in Leeds and specialises in devising and implementing IHT planning strategies, including minimising IHT while safeguarding the survivor&#39s security. It also offers will services where IHT is not an issue. EPS is headed by director of intermediary services Anne O&#39Loughlin who has worked in financial services for 20 years.

Simply Biz managing director Ian Thorneycroft says: “We looked at the whole of the marketplace and chose EPS because they share our philosophy of putting the IFA first. They have strong expertise coupled with marketing support that can be provided to our members.”

O&#39Loughlin says: “Will writing is a natural extension of an IFA service. One in eight of the adult population is liable to IHT. The best point to start is with a will and an adviser.”


Gang of four

Last week, I summarised four main points for financial advi-sers emerging from the consultation on trust taxation reform: •The proposed anti-avoidance provisions in respect of capital gains made by trustees of bare trusts for minors. •The proposed common definition of a trust. •The proposed definition of settlor-interested trusts and •The proposed common trust residence definition. […]

Fund looks to capitalise on rising commodities prices

One of the first UK funds to offer direct exposure to commodities has been launched by Dawnay Day Quantum. The protected commodities accelerator runs for four years and gives full capital protection. It has a minimum investment of £15,000 for retail investors, who can gear their holding by 1.6 times their original investment. The investment […]

Davy slams &#39multi-tie madhouse&#39

DBS founder Ken Davy has slammed providers for creating a “multi-tie madhouse” ahead of depolarisation. Simply Biz chairman Davy has hit out at reports that Prudential plans to take 25 per cent of Sesame and Inter-Alliance&#39s business after depolarisation. He says the last thing IFAs need to be told is that they will be “expected” […]

Steve Bee on Pensions

The Pensions Commission report highlighted the fact that we face hard choices in dealing with the consequences of an ageing population. It seems that society must choose between poorer pensioners, higher taxes, working longer and saving more. The report acknowledges that accepting poorer pensioners is unlikely to be an attractive option and that a mix […]

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In Focus — February 2015

Jelf Employee Benefits looks at the issue of paying anaesthetist fees when the patient had no chance to discuss or agree to them prior to care; and provides recommendations for avoiding this scenario.


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