Estate planning season is here!
‘Tis the season for estate planning and in this article Libby Holding, Legal Services Director of APS Legal & Associates - part of The SimplyBiz Group - explores the ways in which additional gifts at this time of year can help clients with their estate planning for inheritance tax (IHT).
How did challenge lead to innovation in the surveying market?
"As we developed the remote valuations, we knew that they would prove suitable for not only this trying time but also moving forward."
Gateway award success!
Congratulations to Gateway, which was named Survey/Valuation Business of the Year at the recent Mortgage Introducer Awards.
A guide to creating a good file
We are often asked what a good file looks like, as people are keen to ensure their records are compliant and contain everything needed. If there’s someone who knows what gets a file on the ‘good list’ rather than the ‘naughty list’ it’s our Director of Compliance Services, Mark Greenwood.
SimplyBiz Group appoints tax efficient investment referral partner
We are delighted to have partnered with Kuber to provide an outsourced tax efficient investment advice service for our Members and Clients.
Advisers call for clarity around ESG suitability rules
Read what Patrick Norwood, Insight Analyst at Defaqto, has to say about advisers’ calls for greater clarity after learning intermediaries may not be required to include a client’s sustainability preferences in the advice process after all.
Which new ways of working are set to stay post-Covid?
Group Chairman, Ken Davy, explores which bits of the ‘new normal’ may remain best practice in the post-Covid world.
Can anyone afford not to have an LPA?
Chloe Faulkner of APS Legal & Associates - part of The SimplyBiz Group - asks whether any client can afford not to have an LPA in place. Using the example of Kate Garraway and her husband Derek Draper, Chloe explores why having a Power of Attorney is so important for everyone.
Protection Academy event takes over 300 bookings
The Protection Academy event has been designed following member feedback and includes sessions on changing client needs, soft skills, operating in the virtual world, entering the rental market and economic and market updates.
SimplyBiz Group expands pension transfer bureau panel
We are delighted to welcome P&B Wealth to our pension transfer bureau. The panel offers an outsourcing solution to advisers who are either unable to, or choose not to operate, in the DB transfer market but still want to meet the needs of their clients in this area.