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03 July 2025
What is Long Term Care?
What is Long Term Care, why we need to know about it and what is asset deprivation

03 July 2025
What is Intestacy?
What is Intestacy, why would we need to know about it and why it matters whether or not your clients have a will

03 July 2025
What is Term Assurance?
Helen O'Hagan and Nick O'Kane take a look at what is Term Assurance, how you set them up, what access is available and how is it taxed

03 July 2025
What is Whole of Life Plans?
What is a Whole of Life Plan? How do you set it up? What access is available and how it is taxed

18 June 2025
The different types of the Annual Allowance
The annual allowance used to be a simple and significant sum, we have seen this eroded over the years and now have to deal with various levels of allowance from £4,000 to £40,000. In this video we discuss the differences as well as how and when they apply.

24 April 2025
What is Relevant Life Insurance?
This video introduces you to Relevant Life Insurance and will tell you what it is, why you need to know about it, why your clients may need it and a basic overview of tax.

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