An amazing result from our 2017 Charity Golf Day: over £30,000 of donations were raised from the golfers, dinner guests and clients.
There has been an important change to LPAs regarding the use of discretionary investment managers by an ‘attorney’. Read the detail here and how you might be affected.
The opportunity for Small Self-Administered Pension Schemes (SSASs) to play an important & effective role in family tax & legacy planning has never been better.
We enter 2017 with some important new factors to consider. The economic variables are more complex and they are compounded by political considerations. CIO Paul Harwood explains.
Pension schemes have become a valuable family trust. New rules allow for the nomination of anyone, of any age to benefit from the fund on the death of the member.