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Chancellor’s Pre-Budget report – what’s the opportunities?

innovationsheadThere are whispers from inside some of the biggest product providers around tax relief threshold for pension contributions; the chat is that the threshold could be reduced from £150k to £100k as early as next April.

 Who knows whether this will happen or not but we will highlight any marketing opportunities for financial adviser firms that arise as a result of what is said this week.

 Remember, the government is seeking to halve the national debt in only four years.  To do this it will have to put in place plans to raise … Continue Reading

The £2,000 Marketing Plan

I often read Marketing Wire – an excellent blog about marketing for financial adviser firms in the USA.  Kirsten Luke, the woman behind Marketing Wire has done a lot of work on simple marketing approaches for American advisers.  She reckons they can put together a great marketing programme for only $3,000 a year! So can you in the UK – for £2,000.  Here is a UK version of that approach for our market.

Marketing Plan

Marketing Plan

It is more important than ever to market your business. However, your dilemma … Continue Reading

Save employers millions – with salary sacrifice

Hungry Piggy Bank

Hungry Piggy Bank

The increases to tax and national insurance announced in the pre budget report last autumn greatly increased the opportunities for using  salary sacrifice as a tax and national insurance planning tool. Just under half of UK employers have now put a salary sacrifice scheme in place*.

Salary sacrifice deflects affects of NI rise – FT

NI set to boost employer interest in salary sacrifice – Employee Benefits magazine

Helping advisers find quality leads is key

How can financial advisers approach this market? Finding … Continue Reading