A big subject, of which I have much experience. I’ve written in depth about IHT, annuities, equity release, trusts (of all flavours) SIPPs, SSASs, AVCs and FSAVCs. Auto enrolment? No problem. I also understand the relevance and merits of Business Tax Relief and the ins and outs of the ‘new’ pension rules. Pension clients not listed here include: Partnership, Wesleyan and Key Retirement Solutions.
Close Investments (now Close Brothers Asset Management): Copy for a range of private investor guides.