Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
Your latest vulnerability update from Just
You've recorded your client's vulnerable circumstance. Job done - right? Well, according to Beth Yolland-Jones, Clinical Lead at Comentis, recording your client's vulnerability should be part of an ongoing journey...
New – An Adviser Guide to Business Relief
This new Adviser Home Guide, written and edited by Lisa Best Adviser Home Director Tax Efficient Solutions, is a comprehensive guide to BR taking account of the impact of the...
6.55x tax-free exit highlights the power of EIS
Award-winning Seed and Enterprise Investment Scheme investment manager has just shone a light on S/EIS as a viable solution in the current context of stagnating growth and rising tax burdens....
Why are Oxford Risk talking about blended retirement solutions?
Look who’s talking about blended retirement solutions. In this video, Oxford Risk’s Head of Behavioural Finance, Dr Greg Davies and Just’s Director of Retirement Income Distribution, Jean-Paul Grenade discuss how...
Introducing The Knowledge Base. A deep dive on estate planning from Octopus.
For professional advisers and paraplanners only. Not to be relied upon by retail investors. With inheritance tax receipts rising, and recent Autumn Budget changes in inheritance tax rules it can...
Discussing vulnerability. The impact of cognitive decline
In Just’s new video, Martin Lines, Development and Events Director at Just and Beth Yolland-Jones, Clinical Lead at Comentis, talk about cognitive decline. Hear what they have to say about:...
Compare your salary and earnings with your peers – and a chance to win £250 in Amazon vouchers
The 2025 BWD Salary Census is now open and we would like to invite you to take part in this year’s survey. Your input helps drive deeper insights into how...
Just and Oxford Risk joining forces to model better retirement outcomes
Just has joined forces with Oxford Risk to support their new ‘Retirement Income Suitability’ software solution. The partnership enables financial advisers and wealth managers to determine how much guaranteed income...
Why consider Octopus Apollo for your clients this tax year?
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Not all VCTs are created equal Fundamentally, all Venture Capital Trusts invest in early-stage companies with...
Tax planning considerations following Labour’s first Budget
There's still time to register for Fidelity Adviser Solutions’ live webinar taking place on Thursday 23 January at 10.30am. With fundamental changes to pension legislation – abolition of the lifetime...
Why are Invesco talking about blended retirement solutions
Look who’s talking about blended retirement solutions. In this video, Invesco’s Head of Multi-Asset Strategies, Georgina Taylor and Just’s Retirement Income Distribution Director, Jean-Paul Grenade explore the need for holistic...
Why VCTs should be on your agenda for tax year end
For professional advisers and paraplanners only. Not to be relied upon by retail investors. VCTs have increased in popularity over the 30 years since they were introduced. But why are...
