Use the OPIR method to churn through business material and sales books without missing important information. Keeping up with rapidly evolving sales knowledge and product information demands continuous effort from salespeople. Accelerated [...]
The Daily Telegraph recently reported that the instructions for Wills and LPAs was up 30% due to the pandemic. Many practitioners have been grappling with the best way to help these new clients achieve a valid Will and LPA without violating the [...]
According to Harvard’s Institute of Coaching 70% of those who receive professional coaching benefit in terms of improved performance, relationships and enhanced communication skills. Coaching can reduce procrastination and provide the support [...]
This year will mark the 5th anniversary of the EU Succession Regulation 650/2012, also known as Brussels IV. We have a lot of experience in assisting client beneficiaries with estate administrations in France where the Regulation has to be [...]
FRS 102 is the Financial Reporting Standard that applies to the UK and the Republic of Ireland. It has been a major overhaul of accounts disclosures replacing UK GAAP (General Accepted Accounting Practice). One of the big areas of change has [...]
Traditional private client practitioners may not consider that long-term care is an area where they can add value as it does not neatly encompass inheritance tax planning or estate administration – two mainstays of the private client [...]
The ambitious purpose of this book is to provide a complete picture of tax planning for family & owner-managed companies for professional advisers. It is written by a highly regarded tax consultant. It usefully looks at tax planning not just [...]
Following the Queen’s Speech certain parts of the 5AMLD have been introduced by Statutory Instrument The provisions in 5MLD will be legislated in ‘The Money Laundering and Terrorist Financing (Amendment) Regulations 2019’. These regulations will [...]
In our last article, John Smith lost capacity and his Lasting Power of Attorney had been invoked. John had appointed his niece to manage his financial affairs, and his solicitor as his professional safeguarder to ensure that any transactions are [...]
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