Professional Fiduciary
Financial Planning for Trusts – Should beneficiaries be insured?
If you’re involved in making investment decisions of any type – as a trustee, an attorney or professional deputy, it’s very important to take the widest possible view in order to feel confident you are making informed decisions.
Guest Blog – The role of an Eldercare Consltant
Beyond purely financial planning matters, the practicalities of arranging care for a loved one can be overwhelming. Are there services out there that can help with navigating the complex maze of care needs? I caught up with SOLLA affiliate Claire Edwards, founder...
Why choose a financial adviser who is a STEP member?
Why choose a financial adviser who is a STEP member? It can be tricky to choose a financial adviser – particularly if you are working through complex financial arrangements, hold a power of attorney, or are making more complicated plans around inheritance and...
What is SOLLA and why should I look for an adviser who is a member?
Sebastian Elwell – Director of Switchfoot Wealth is Farnham’s only SOLLA Accredited Independent Financial Adviser*, what does this mean and why have we invested in becoming SOLLA Accredited? What is SOLLA and why should I look for an adviser who is a member? SOLLA...
Practicalities of Estate Management
Beyond purely financial planning matters, the practicalities of managing the estate of a deceased loved one can be overwhelming. Are there services out there that can help with sorting and distributing possessions? I caught up with Claire Potter, founder of Blue...
Cashflow planning: Tax planning and the affordability of gifting
We believe that cash flow planning is an essential part of private client work – for financial advisers, accountants and solicitors alike. Understanding its importance means we can give better advice and that in turn allows our clients to make the most of what they have.
Mental Capacity Act 2005 & Cashflow Planning
Cashflow planning and the 5 Principles of the Mental Capacity Act. Cashflow planning turns often complex calculations into a set of interactive and visually engaging infographics. Cashflow planning can be used to support vulnerable clients and help their appointed...
Are you meeting your safeguarding duties?
This blog was first published by Lawskills and has been replicated in part here, the original article is available on the following link https://www.lawskills.co.uk/articles/2019/05/attorneys-safeguarding-duties-help/ Are you meeting your safeguarding duties? In...
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