Showing 1 to 4 pages
Business protection isn’t as complex as advisers think. Jude Reynolds outlines the key types of cover - relevant life, key person, and shareholder protection - and how advisers can open simple, valuable conversations with clients who own or run businesses.
Most advisers focus on personal cover, but business protection is equally important. Paul Morgan highlights the risks SMEs face, the opportunities for advisers, and how simple conversations can unlock long-term value for both clients and advisers.
Phil Emanuel, Director of Growth at Cornerstone Network, makes a compelling case for integrating protection advice into every mortgage conversation. He discusses the impact of Consumer Duty, the need for better documentation, and how ongoing support can empower advisers to confidently protect their clients and grow their business.
Steve Evans, Business Development Manager at Scottish Widows Protection, highlights the importance of individualised protection advice. From income protection to life cover, Evans explains why advisers must go beyond the mortgage to truly meet client needs, and how personalised conversations drive real value.
Rob Jackson, Mortgage & Protection Adviser at Trust Mortgage, shares insights from 18+ years in the industry on why ongoing, personalised conversations around protection- tailored to each client's life stage and needs - lead to stronger long-term outcomes.
Roger Morris, Group Distribution Director at Chetwood Bank, explains why buy-to-let investors must look beyond headline rates. With the right tax and mortgage advice, landlords can build sustainable portfolios and avoid costly pitfalls.
Tax planning should never be an afterthought in buy-to-let investments. John McCaffery, Tax Partner at Alexander & Co, highlights why landlords and mortgage brokers must understand the tax implications of ownership structures, financing, and property transfers to avoid costly mistakes.
No two landlords are the same - and that’s why brokers need more than mortgage knowledge. Sarah Hopkins, Mortgage & Bridging Broker explains how building a trusted network of tax advisers, BDMs, and solicitors helps you deliver expert service and guide clients through the complexities of limited company buy-to-let.
Buy-to-let tax advice is critical as landlords face new rules and structuring challenges. In this article, advisers from Chetwood Bank, Cornerstone Finance, and Alexander & Co explain why working together helps clients make smarter long-term decisions.
In today’s evolving buy-to-let market, landlords face rising rates, shifting legislation, and increased risk. Jonathan Needham of Needham Financial explores why brokers must go beyond rate shopping, offering strategic, informed guidance that builds long-term client trust.
Being a landlord today comes with new challenges – from tax and EPC changes to rising interest rates. Mike Powell, Mortgage Broker at Mike Powell Mortgages, shares how brokers can add real value by helping landlords navigate market shifts, grow their portfolios, and plan for the future.
Roger Morris, Group Distribution Director at Chetwood Bank, shares expert insight on today’s buy-to-let market. With rising rental demand and a shifting regulatory landscape, discover why now is a prime moment for landlords and brokers to act.