Latest News & Blog

The importance of assessing mental capacity

23 Aug 2019

With vulnerable clients, and those in later life, on the increase, Libby Holding of APS looks at key ways to assess mental capacity as part of the estate planning advice process. 

Contingency charging could hurt those who need advice the most

16 Aug 2019

SimplyBiz Group Joint CEO, Matt Timmins, talks about the unintended consequences of the FCA’s proposed ban on contingency charging and how it may impact access to advice and the adviser community. 

What is the best way to sell or acquire a business?

01 Aug 2019

Joint Group CEO, Neil Stevens, discusses his six key steps to planning a successful acquisition or exit.