As a financial adviser, you have to be an expert in many areas - running your business; keeping abreast of market developments; staying compliant… And time and resources are limited. How often have you wished for a short-cut to success?
Published every month, Financial timesaver provides clear analysis of key issues. It places developments in context so you can assess their relevance and importance.
Key benefits
- Expert objective analysis of market developments
- Generates sales/advisory ideas
- Warnings on products reduces risk
- Guidance on compliance and explanation of regulations
Across 12 packed pages, Financial timesaver offers advice, tips and suggestions. Past income-generating opportunities include obtaining 77% tax relief on pension contributions, identifying value in commercial property and making the most of pensions A-Day.
Over recent years, Financial timesaver has provided early warnings on:
- The opportunities and pitfalls from the introduction of the 18% CGT rate
- Improved lump sums from pension transfers
- The importance of counterparty risk when assessing structured products
- The traps when using SIPPS with protected rights for unsecured income
- HMRC changes of attitude to discounted gift schemes
Consisting of information, analysis, useful statistics and rates tables, Financial timesaver is an indispensable ally of the 'skills-rich, time-poor'adviser.
Contributors: Nim Maradas, John Housden, Andy Couchman, Brian Lawless, Simon Collins, Steve Williams, Tony Wickenden, Danby Bloch.
Special Offer Price: £132 (15 issues for the price of 12)
Direct debit: £127 (15 issues for the price of 12)
You will receive a free binder with your first edtion. Orders are subject to £6 postage and packing in the UK per subscription; for addresses outside the UK, please contact us for a quotation.
To order, please print out the order form and send it back to us. Alternatively, click on the 'Add to Basket' button to purchase online.
|
