Sam Barrett

Plan your inheritance tax getaway

Put your inheritance tax masterplan into gear, says Sam Barrett.

Jumping on the oil and gold bandwagon

Against a global backdrop of rising inflation, economic turmoil and political instability, investors are turning to gold and oil as a way to profit from uncertainty.

To have and hold on to

Issue: 
358

how to choose income protection policies and keep the cost down.

Home is where the wealth is

With property values increasing, and demand still strong, now could be a good time to release equity to secure a comfortable income in retirement. Sam Barrett looks at the best ways to do this.

keep your options open

Issue: 
356

what should you do if your final salary scheme closes or changes its terms? 

the future of wealth management

Issue: 
353

impact of the RDR on wealth management services going forward

made to measure

Issue: 
353

clients are becoming more demanding about the quality of their wealth management services

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