Adviser Breakthrough Blog

How to Increase Both Your Income and Your Free Time

How to Increase Both Your Income and Your Free Time If you are anything like most people (at least in the UK) your subconscious mind probably harbours the puritan work ethic – a belief that you have to work hard.  For most of us this is coupled with a belief that...

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2015 Budget

2015 Budget In this year’s budget George Osborne announced a number of measures to help what he appeared to refer to as “insurgent” rather than “resurgent” businesses.  Perhaps he was confusing ISAs with ISIS!    Pensions  The Lifetime Allowance will be lowered from...

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Is there still a market for financial advice?

Is there still a market for financial advice? Listening to the gripes and grumbles of many financial advisers you could be forgiven for believing our profession is dying.  There are not enough wealthy clients out there to go around, and the less wealthy cannot afford...

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Maintaining Flexibility in Pension Funding

Do you have clients who might want to take advantage of the proposed “pension flexibility” rules, but who may also wish to benefit from the current rules on how much can be invested into their pension tax efficiently? Perhaps they would like to keep their options...

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Mastermind Group

Mastermind Group   Do you belong to a Mastermind Group?  If not, why not?  And if you do, are you gaining all the benefits you should from it, or do you feel the other members of the group are gaining more than you?   The term “Mastermind Group” was coined by Napoleon...

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How Can I …

How Can I …   The majority of advisers I meet do not have any clear targets, either for their practice or in their personal life.  If you have decided on the goals you want to reach you are therefore already ahead of the game.  However, simply deciding on your goals...

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