The Findings
-
Reddit all about it! Are you thinking about your clients of the future? Are you leveraging the tech to ensure they are plugged into you?
Reddit all about it! Are you thinking about your clients of the future? Are you leveraging the tech to ensure they are plugged into you?
-
REGULATORY IMPACT WITHIN THE NON WORK PLACE PENSIONS MARKET
-
Residential property as a wealth planning vehicle
Direct property investing is hugely popular in the UK, Whether people buying a home to live in, or as part of a Buy-to-Let portfolio. The average house price in England and Wales has risen by over 300% since 1996.There is £1 trillion housing equity held by the over 65s however, recent changes to taxes, notably increased stamp duty as well as more stringent taxation on property income for Buy-To-Let investments made such investments less attractive for some investors. These changes, coupled with other trends such as online investing, and the emergence of crowdfunding and peer-to-peer lending, has led to a flurry of new players in the market offering “Alternative options to invest in residential property”. While direct property investment is a market most advisers don’t get involved with, there are a lot of new opportunities for investors. Shouldn’t you be helping your clients navigate through this new landscape. Equity Release as a brand has a poor historical reputation due to the way it has been sold and who it has been sold to. But given a lot of wealth is locked up in residential property, how can adviser help clients assess Equity Release as an option for cash flow and financial planning ? What will Brexit mean for UK residential property?
-
RIDING THE CONSOLIDATION WAVE – OPPORTUNITIES TO ACQUIRE FINANCIAL ADVISER BUSINESSES TO SECURE YOUR MARKET POSITION
-
Right first time lending - the brand impact of saying no