January/February 2020 Adviser Matters ”How to get into Income Protection” 21.02.20
Three IFAs are asked to put forward 3 points on how to get into Income Protection. It is notable the other two focus on sales and selling whereas Alan focuses on the client to ensure the policy chosen really is suitable for the client. It is that approach that has led to client’s referring their […]
25 March 2019 New Model Adviser Special Report 21.02.20
Covers the Inheritance Tax Planning of a family from the mid-1980s to the end of 2018 and how large sums of Inheritance Tax were saved.
June 2018 Advice Matters “Adviser Alpha” 21.02.20
An article showing how a Financial Adviser can add value to a client’s plans.
14 November 2017 Taxation “Accounting for payments from public bodies” 21.02.20
Shows that the legislation for extracting earnings from a PSC, personal service company, where IR35 (which looks through the, PSC, and asks if there was no company would the director be an employee of their client) is operated is unnecessary and adds artificial arrangements that are not required for instance running a payroll with no […]
6 September 2017 FT Adviser “Diary of an adviser: Alan Solomons” 21.02.20
Gives an insight into a week of a dual qualified and practicing Chartered Accountant and Independent Financial Adviser.
- 1 of 2
- Next Page >
