Pension Death Benefits Tax Trap

Do you have clients for whom you have set up trusts linked to death benefits from pensions?   Are you aware of recent changes in the law which mean the arrangements you have set up may no longer be appropriate for those clients?   Firstly I should explain that I am...

Viral Marketing

“Viral Marketing” seems to be the in phrase.  Maybe you have already tried some YouTube viral marketing and given up when you discovered nobody wanted to watch your video because it didn’t feature cats doing silly things.   But viral marketing is by no means...

Images in Marketing

Do you use images in your online marketing?   If you have a website, then I am sure you have used images there.  But you should also use images in your blog articles on the site.  I assume you do write blog articles?  If not then you really should consider doing so,...

What is Your Passion?

Why did you originally choose to become a financial adviser, and why are you still in the profession?   All too often I hear advisers asking those questions of themselves for all the wrong reasons.  You know the type. The negative thinkers you always seem to bump into...