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Comment & Analysis

Tax Doctor: Sweet taste of succession planning for a limited company

Four equal shareholders of a confectionery company are planning for life after the death of one of the shareholders, with the most efficient option being a company purchase of shares.

Blog: Political chaos makes predictions impossible for IFAs

After the general election caused yet another political earthquake, it is becoming difficult to offer clients reliable advice about short-term investment decisions, let alone the long game.

Webb to Woodford: the honours in financial services

After Helena Morrissey and Stephen Lansdown received honours we look at the others in financial services who have received an award from above.

Cheap, simple products can broaden appeal of advice

Financial advice is seen as a service for the rich, and with banks’ restricted models a thing of the past, it is down to firms to create cost-effective products that simplify advice for savers.

Adviser Workshop: How to determine a client’s risk profile

Andrew Moore, Pete Matthew and Colin Low discuss their methods for assessing a client's attitude to risk.

Avoid getting tied up in knots by the residential nil-rate band

As well as a 60% tax trap the new rules posed by the residential nil rate band will result in some bizarre consequences, such as having to get married or moving into a bigger house in later life

Awards, hires and charity challenges: see what IFAs have been up to

See what advisers around the UK have been up to over the last month.

Public sector pensions are causing generational divide

Pension entitlements are starting to vary widely, even among neighbours of a similar age, primarily based on whether they were public or private sector employees – and this could feed resentment.

Buttercase: Reversing austerity is the only solution as Brexit looms

Amid political uncertainty, is trying to be ahead of game when making predictions a losing battle?

Who's in and out of May's team for pensions and beyond

Who's in and out in Theresa May's government pension and finance teams.

Video pick
Play CEO tapes 2: the right way to pay fund managers

CEO tapes 2: the right way to pay fund managers

In second part of our latest CEO series, seven fund bosses lift the lid on how they pay managers.

2 Comments Play Clive Woodward: How planners can reach peak performance

Clive Woodward: How planners can reach peak performance

In the latest of our exclusive videos, former England Rugby manager Clive Woodward explains the secrets behind boosting performance and cultivating the right attitude.

NMA Profile
Adviser Profile: Simon Landale of Lycetts

Adviser Profile: Simon Landale of Lycetts

Simon Landale is aiming to make charity-owned Lycetts the most ethical IFA in the country, drawing on a huge database of potential clients and attracting socially minded staff