Paraplanning Perspectives
With changes to BR on the horizon, FICs are in the spotlight. In this blog, we explore how FICs can help clients retain control and pass on wealth tax-efficiently, and when they might add unnecessary complexity and risk.
The upcoming cap on BR and APR will fundamentally change inheritance tax planning from April 2026. In this blog, we break down what’s been announced, highlight key misconceptions, and explore practical steps advisers can take now to get ahead.
Explore the pros and cons of in-house vs outsourced paraplanning – from cost and compliance to expertise, flexibility, and business growth.
Our founder Ben discusses the importance of platform due diligence — exploring the regulatory expectations, what a robust review should cover, and how overlooked platform issues can impact client outcomes, efficiency, and suitability.
In this article, our founder Ben discusses a recent case where we identified a major discrepancy between two pension quotes for the same client — and how a careful technical review uncovered the cause and prevented a potential misstep in the advice process.
Our founder, Ben, provides a practical look at how cashflow modelling supports better financial advice — and why we believe it should be a central part of every adviser’s planning process.
