Richard Cooper

Challenges of supporting vulnerable customers through pension transfers 

How deferred payment agreements can work in social care

How to advise clients on care funding options and fees

Navigating the abolition of LTA and the impact on tax-free lump sums 

What are the merits of including death benefits with annuities?

How goal-based financial planning can be a game changer for clients

Using life policies for IHT planning

How to navigate trusts for disabled clients

What impact will the annual allowance changes have on pensions?

How are cash warnings in non-workplace pensions changing?

How state benefits can help lead the protection discussion

How to maximise pension contributions during economic crisis

How relevant life plans can help future-proof your business

How to advise clients during high inflation and bear markets 

Why trusts are essential to the adviser toolkit

How to help clients affected by the tapered annual allowance

How to help clients with loan trusts and inheritance tax planning

Why protection for the self-employed is more important than ever 

What you need to know about tax and cryptoassets