Guides for every step of your journey
Our range of guides and resources will help you at every step of your life journey.
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A Financial Advisers Guide To GDPR: 10 Things You Need to Know
Professional ResourcesThe GDPR legislation is live and has altered the way in which financial advisors and financial advisory firms can store and utilise data. Here are 10 things you need to know.
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For Advisers: Are Your Clients Subject to Inheritance Tax? A Guide to Inheritance Tax in 2019
Professional ResourcesInheritance Tax is not just a “death tax” but that, quite on the contrary, there are various lifetime planning options available to mitigate tax exposure. Here is a guide to inheritance tax in 2019.
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Life and Legacy Planning: Building a Long-Term Relationship with Clients in 2019
Professional ResourcesThis article will discuss six reasons why the adoption of life and legacy planning can help build better relationships with your clients.
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Professional Adviser Compliance: General Data Protection Regulation (GDPR) with Practical Examples
Professional ResourcesIt is important leaders at all levels are aware of the broad obligations contained in the GDPR and seek to ensure that their practices and undertakings comply with those rules and regulations.
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Professional Advisers: 9 Tips For Using Social Media
Professional Resources9 tips for helping you, as a professional adviser, use social media effectively, whilst complying with the rules and regulations in the financial services industry.
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The Ultimate Guide for Intergenerational Planning for UK Financial Advisers
Professional ResourcesThe much talked about multigenerational transfer of wealth has arrived and you need to be prepared as an adviser. Here is everything you need to know.
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UK Digital Technology Software Tools for Financial Advisers in 2019
Professional ResourcesThis article will discuss the best-in-class software and digital tools to help financial advisers in the UK grow and nurture their client base.
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Advisers: Five Ways You Can Build Relationships With The Next Generation
Professional ResourcesBuilding relationships with the next generations sooner rather than later can help ease the intergenerational transfer of wealth.
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Advisers: Eight Reasons Clients Should Keep Working
Professional ResourcesHere are eight reasons why some financial planners go against the grain and help their clients to continue working, even after the retirement age.
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Advisers: How to Motivate Your Clients to Get A Will and Protect Their Family and Assets
Professional ResourcesIt's not always easy to keep your clients motivated. Here are tips to get your clients to write a Will and plan for the transfer of wealth.
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Advisers: Why Wealthy Families Lose Their Fortunes in Three Generations
Professional ResourcesThe UK has an inheritance problem with a study revealing that the British are ‘woefully’ unprepared when it comes to inheritance planning.
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Estate Planning Maintenance for Advisers: When and Why Your Clients Should Be Doing It
Professional ResourcesIt is in your clients best interest to get them in the routine of updating their estate plan. Here is a guide.
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Financial Advisers: What Happens to Your Clients When It Is Time For You To Retire?
Professional ResourcesThe average financial advisor is now 50, a number that has risen steadily each year. What happens to your clients as a financial adviser when you retire?
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How Professional Advisers Can Help Clients Through Emotional Situations
Professional ResourcesWhen dealing with an emotional or anxious client, advisors should be prepared. Here is guidance and tips for professional advisers.
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Intergenerational Planning: The Role of An Adviser in A Family Meeting
Professional ResourcesThe role of an adviser in a family meeting is to assist families to be honest about the future and what they really want, which could be very different from what the current or earlier head of generations sought.
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The Digital Age: Are Electronic Signatures Safe to Use?
Professional ResourcesFind out more about the electronic signature functionality for professional advisers and whether or not they are safe.
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UK Advisers: How To Address The Great Intergenerational Wealth Transfer
Professional ResourcesAdvisers missing out on intergenerational wealth transfer. Here are tips on how to get ahead of the game.
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What Financial Advisers Need To Know About Advance Decisions (Living Wills) in the UK
Professional ResourcesIt is imperative to understand living wills as an adviser as these may dictate how your clients treatment and care in their final weeks, months or years of life.
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Will Writing: Four Things Clients Should Keep In Mind
Professional ResourcesThe following article with discuss four key points to discuss with your clients about the importance of creating a Will.
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Financial Advisory Regulatory Compliance: Client Data Ownership
Professional ResourcesData ownership is emerging as a hot topic in the financial advice industry: "Who owns client data?". Advisers: here is your solution to the client data challenge.
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Here Is How Your Practice Can Get More Your Referrals
Professional ResourcesReferrals are essential to growing your business as a financial adviser: learn how you can optimise and increase the amount of referrals you are getting.
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How to Ensure Your Clients Data is Secure and Encrypted
Professional ResourcesAre you doing enough as an adviser to keep client data secure? New regulation and EU/UK directives now make certain data security mandatory.
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Why Is GDPR Important and How Can SecureTheFile Help Financial Advisers?
Professional ResourcesGDPR carries heavy fines for a breach, and even small financial advice firms that have not addressed it will be no exception; they need to prepare now and SecureTheFile can help.
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Checklist (and Guide) – Ensuring Financial Advisory GDPR Compliance
Professional ResourcesGDPR is designed to deliver a better framework for the rights of individuals as to how their data is handled and processed. What does that mean for financial advisory firms in the UK?
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What is Co-Branding and How Does It Help Financial Advisers?
Professional ResourcesWhat is co-branding and what are the benefits for financial advisers?
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Four Strategies to Increase Client Retention for Financial Advisors
Professional ResourcesClient retention is a key component to running a successful financial advisory practice. Here are four strategies you can use to increase client retention.
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The Changing Face of Technology in an Advisory Role
Professional ResourcesTechnology and regulation continue to change the financial advisory role, creating opportunities for financial advisors to reshape their advice approach and evolve the way in which they are interacting and serving clients.
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