The Importance of Business Exit Planning – At Any Stage

October 27, 2015

Being a successful business owner means looking to the future at all times. While no one starts a company with…

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Update for Our Professional Connections

October 22, 2015

REMITTANCE BASIS TREATMENT OF FOREIGN INCOME OR GAINS USED AS COLLATERAL FOR DEBTS Following a change of practice regarding using…

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Pension Fraudsters Alert!

October 20, 2015

Convicted fraudsters “were literally rubbing their hands” after the Government introduced the new pension freedoms in April, according to a…

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Don’t bury your head in the sand! Questions you should ask when reviewing your pension.

July 11, 2014

What are my objectives, and am I contributing enough to meet my targets? In other words, when do I want…

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Financial Adviser or Financial Planner?

June 11, 2014

When meeting people for the first time, I’m often asked what I do for a living. I always say I’m…

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Sales commission is still alive and kicking – be careful!

May 11, 2014

There are other routes to commission on insurance products. Raj Shah, an IFA at Sheffield-based Blue Wealth Capital, points out…

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Top tips for the baby boomers

April 11, 2014

Transferring Assets to Relatives Raj Shah at Blue Wealth, the investment manager, said: “Assets may be transferred between parents and…

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