Adviser Breakthrough Blog

New Year’s Resolutions that Make a Difference

New Year’s Resolutions that Make a Difference Did you know that 9 out of 10 people fail to keep their resolutions?  In fact one of my staff started an Open University course on 5th January which had as the opening sentence of its first module: "It’s January.  The...

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The 2014 Autumn Statement and our Clients

The 2014 Autumn Statement and our Clients   You have probably already read lots of commentary on the 2014 Annual Statement.  But there may be some vital points for your clients which have not received much focus.   For example, do you have corporate clients using...

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Winding Down for Christmas

Winding Down for Christmas December is often regarded as a “wind down” month for sales and marketing activity, particularly in the period between Christmas and New Year.  Many business owners either use this time to take stock and plan for the coming year or close...

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Inheritance and Trustees’ Powers Act 2014

Inheritance and Trustees' Powers Act 2014 You have probably heard that the Intestacy Rules applicable in England and Wales changed on 1st October.  The new rules are encompassed in the Inheritance and Trustees' Powers Act 2014.   About time too!  Until the change, for...

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The Premier League Transfer Window

The Importance of Return On Investment     The Premier League transfer window has been and gone.  Clubs have been spending big - £835 million big! This is a time when clubs sell their star players to one another with the hope that they will be good for business.   It...

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Auto-Enrolment Opportunities

Many advisers have told me they do not intend doing anything about auto-enrolment advice as they do not see any real opportunity.  I suspect some of them do not want to move out of their comfort zone!  But what exactly are the opportunities for a financial adviser,...

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