Have you ever been paid in Rhubarb?

How much do you believe you are worth to your clients?  Are you worth more than a bunch of rhubarb?     This is a very important question, as there is a direct relationship between how much you think you are worth and how much your clients will be prepared to pay you...

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...

Should You Recommend Trusts?

Most advisers are aware of the advantage of putting life assurance in trust.   Just as a quick reminder, the benefits include:   1. The money is likely to be paid out much quicker. The life insurance company only needs to see the death certificate if they are paying...

2015 Summer Budget Breakdown

2015 Summer Budget As you probably expected, there were a lot of changes in the Summer Budget, many of which will affect some or all of your clients. Check the details below, but some of the highlights are:   an increase in the minimum wage employers must pay...