Stocks & Shares Update For Estate Practitioners: ‘Ketchup and Cheese’
6th July 2015 saw the launch on the stock exchange of a merger of two US giants of the savoury foods world: Heinz and Kraft Foods Group, Inc now trade on the NASDAQ as Kraft Heinz Company. Kraft Foods Group Inc stock is no longer traded Instead, shareholders receive an identical number of shares in […]
Why LPA uptake should be higher for drawdown clients
Current data shows that the correlation between drawdown clients and LPAs could be stronger. Recent changes to pension access demonstrate the importance of future planning for those managing their finances. As previously reported by Today’s Wills & Probate, in April this year, greater pension freedoms became available for those age 55 and over. However, there […]
Will writers jailed for incorrect advice regarding asset protection trusts
In June of this year, eight people were sentenced at Nottingham Crown Court due to a failure to advise clients correctly on the use of, so called, asset protection trusts. Unfortunately, this is not the first time this has made the headlines. Will writers need to be aware of the implications of mis-selling and how […]
Does the probate research industry need a watchdog?
If this question had been asked 10 years ago the short answer would have been no. However in recent years there has been an abundance of changes within the probate research industry to suggest there is now a definite need for some form of control. On 6th April 2009, BBC 2 televised the first episode […]