Networks are the ‘future’ of the financial advice industry
As Consumer Duty will place significant pressure on smaller firms
Expat advice company opens office in Bordeaux
It will be headed up by senior advisers Jean Pierre Çarçabal and Malcolm McDowell
Pension savings increase following LTA scrapping
Some 23% of higher rate taxpayers are delaying retirement to save more
Over 5,000 families reclaimed overpaid inheritance tax last year
With 1,000 families already reclaiming in 2023/24
Retirees need ‘mix and match’ approach to income planning
Combining annuities with other retirement planning products can help individuals meet their income needs