Hear from our Collaborators
Nathan Blackmore at WAY Trustees Limited explains: Estate planning is changing—and fast. With recent shifts in pension legislation, rising client expectations, and increased regulatory scrutiny, financial advisers are under more pressure than ever to provide advice that is not only compliant but also technically robust and strategically forward-thinking. However, many advice firms still operate with…
Michelle at eParaplan explains: If you’re still trying to do it all, it might be time to let go. Annual servicing is one of the biggest cost centres in your business and yet many advisers don’t track how much time they spend on servicing, leading to inefficiencies and underpriced work. The thing is, if you’re…
Lewis Brasseaux at Aspen explains: There are several recent factors that have increased the attractiveness of income paying portfolios as an option for clients. This short piece considers the current state of affairs and outlines what Aspen offer by way of a solution.Firstly, the UK population is undergoing a significant demographic shift, with an increasing…
