Financial planning
Financial planning | 24 May 24
II Connect captures the pre-election mood with ‘call to action’ cross-jurisdictional planning
Canada Life’s John Chew call for advisers to urgently contact their clients “in the next week”
Financial planning | 22 May 24
Hoxton Capital Management reclaims over £1m for clients through tax planning
The funds primarily stem from pension withdrawals and withholding tax deductions in the UK
Melo partners with longstanding online financial adviser community LifeTalk for ‘new voice’
Melo was formed through recent merger of The Exit Partnership, Change Squared and AspireExec
Financial planning | 21 May 24
II Connect 2024 Preview (2 days to go) – Meet The Speakers: Canada Life
In the spotlight are implications of recent budget announcements on advice, domicile and residency considerations
Financial planning | 17 May 24
More competition means advisers must choose with care…
New market participants have to differentiate themselves




