Blog
The latest news and updates
13 Apr 2012
What's in a name- a guide to financial advisers
Our industry is going through a period of change, brought on by new regulations in part aimed at increasing transparency for the consumer. The key changes are that from January 2013 commission will be banned and advisers will have to be qualified to a higher level than previously required. Seems like a good idea.
14 Jan 2012
For richer, for poorer
Now you might think that, faced with the emotional turmoil of a marital breakdown, the state of your finances would be the last thing on your mind. But ask any of the 45% of married couples who go through a divorce, and you’ll find that it’s right up there, just after who gets the kids. And when you consider what’s involved, it’s really no surprise.
14 Dec 2011
Funeral plans- a practical and sensible thing to do
One’s own funeral would hardly rank among the most appealing topic of conversation for the vast majority of us... it is surely vital that we plan for the inevitable and so spare our loved ones the financial and emotional stress of arranging a funeral.
30 Jan 2011
Paying Education or Care fees tax effectively.
Any client who is paying any money toward educational costs (for their child or their spouse’s child) or for care fees (for any relative) could be better off exploring a trust option to make the payment, as once earmarked under a trust they will take the money outside of their own Estate for IHT purposes.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK.
Otus Financial Planning is a trading style of Otus Financial Ltd which is authorised and regulated by the Financial Conduct Authority.
Otus Financial Ltd. registered in England and Wales company registration number 7540565.
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