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Training firm for lifestyle planners

Former Prestwood head of marketing Paul Armson has set up his own IFA training and marketing company, Alternative, for lifestyle financial planners.

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Ignis set to offer absolute fund

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Fight goes on as FSCS rejects protests and increases levy

The Financial Services Compensation Scheme has rejected the adviser outcry which accompanied the Keydata levy and has increased the interim levy to £80m to pay for claims relating to Lehman-backed structured product providers. Aifa says it is awaiting legal opinion on the chances of overturning the FSCS’s decision to impose an £80m levy relating to […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]

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