Protective Property Trusts and Lifetime Mortgages The use of Protective Property Trusts, sometimes known as Property Protection Trusts, Life Interest Trusts or Interest in Possession Trusts, is becoming increasingly popular. They are often advised by Will Writers for customers wanting to protect the equity in their home and ensure that Read more…
FCA review of Retirement Income Advice What is this about? On 20th March the FCA published details of a thematic review into retirement income advice. Why is this important? Although this was aimed primarily at IFAs, the review included the use of later life lending within retirement income options. Also, Read more…
This is just a quick note to make sure advisers and principals of advice firms have registered for the AIR Academy summit on being held online between 2 to 3pm GMT) on Thursday 28th March, 2024 This year’s event has been crafted to support you with navigating changing market dynamics. Read more…