News and Views from Financial Planners and Advisers this week...
Philip Calvert
UK’s most experienced marketing specialist for financial advisers. I help IFAs attract high-value clients, while my online communities and AI tools support great client outcomes. Subscribe to my newsletter ??
"Hello again and thanks for subscribing to the LinkedIn version of?LifeTalk Insider..."
As a reminder, LifeTalk Insider is curated specifically for IFAs, financial planners, financial advisers, later life advice professionals and other industry experts.
Each week we bring to LinkedIn a selection of the key discussions taking place in the main?LifeTalk forum on Facebook and some we've spotted here on LinkedIn.
Thousands of financial advisers, IFAs and financial planners regularly contribute to the group, so please either join them at the link below or?subscribe to the full newsletter.
Here are six of the best posts from the LifeTalk group this week:
To contribute to these posts, either:
John and 13 others: Surrender a whole of life policy - how to calculate the potential tax of chargeable event? Click…
Carl and 44 others: Moral dilemma - vulnerable client. Client is very vulnerable- wants to gift ￡200k to his church to clear church debts - if he does it would significantly reduce his capital but he’d still be fine (he gifted ￡50k to church previously) - I don’t think he is thinking straight and easily confused/manipulated- I don’t think he should do this but it’s his money - what yo do? It’s a dilemma - your thoughts? Click…
Rob and 13 others: I have a client who wishes to help their son buy a house as well as helping with IHT. He has been divorced in the past and so they are wary of the money ending up in a future partner’s pocket so use of a trust seems sensible. My question is whether to buy the house in trust or put the money in trust and make a loan to the son from there to make the purchase in his name? Click…
Jane and 52 others: Care Fee Assessments and insured funds. Just checked with SOLLA and ONLY investment bonds are exempted from the means testing. This was response: ‘The statutory guidance only refers specifically to investment bonds with life insurance element being disregarded so an ISA would be taken into account’. Click…
Tim and 14 others: Husband and wife own a property as tenants in common. Wife dies and leaves her half of the house to the children. The husband continues to use the house exclusively as his own. No rent is offered or paid. Could the HMRC consider this a Gift with Reservation of Benefit? Click…
Oliver and 19 others: Could anyone recommend a task management system, preferably in Outlook/Microsoft? Click…
From LifeTalk Marketing group
Networking - The latest list of regional networking events around the UK is available now. Click…
A great way to highlight to prospects what you do, and increase the liklihood of them wanting to work with you… Click…
Not everyone is aware that Google My Business has changed its name (rightly so) to Google Business Profile. Many IFAs and advisers have listings on the service but have you fully optimised it? Here’s what to do. Click…
Is your website pulling its weight? One of the most common things many IFAs tell me is that they attract very little by way of new enquiries from their website, and wonder what they can do about it. Here’s a great tip…
Join the LifeTalk AI Best Practice Group for Financial Advisers
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Join other IFAs and financial planners in our AI Best Practice Group here…
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Adviser Training 6th September
For those IFAs and financial planners who want to take LinkedIn more seriously as a lead generation tool (without paying for advertising), join us for our free webinar on 6th September…
Secure your spot today for our online workshop at 10.30 am on 6th September. Please allow up to 90 minutes for your training. Click to reserve your place .
This is a real screenshot of someone’s LinkedIn profile views who followed the advice given in the training…
Recommended post from LinkedIn
Andy Hart - Financial Adviser With the recent rise in AI, many have speculated that ours is one of the professions that will become redundant. However, I firmly believe that the need for genuine human connection will always persist, and client-focused behavioural advisers are ideally positioned to thrive in this next phase of our industry's evolution.
By freeing up resources through the use of technology, we have the opportunity to become more human, not less. Click to view...
That’s it for this week…
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PS 2023 Edition Out Now!?Marketing and Lead Generation for Financial Advice Professionals: From Prospects to Profits - Proven Strategies for Financial Advisers to Attract More of their Ideal Clients.?Click to learn more...