Phil Young

2 weeks ago | moneymarketing.co.uk | Momodou Musa Touray |Phil Young

Royal London has appointed Setul Mehta as Take to Market Lead within its growing protection proposition team. Mehta brings extensive experience to the role, having held senior positions at AIG Life and The Openwork Partnership. Most recently, he founded SM Advice, a social media management company focused on financial services. In his new position, Mehta will report to Fi Wynn, head of proposition at Royal London.

3 weeks ago | moneymarketing.co.uk | Alex Gaita |Phil Young |Momodou Musa Touray

Avoiding conversations about inheritance and estate planning can carry more than just a financial price. The consequences may also be emotional and even legal – especially in an era of rising living costs and shifting tax rules. For families, delaying these discussions can come at a high cost. Intergenerational planning plays a crucial role in ensuring that wealth – and peace of mind – are passed down effectively.

3 weeks ago | moneymarketing.co.uk | Dan Cooper |Darius McQuaid |Phil Young

The number of estates in the UK subject to inheritance tax (IHT) could exceed 37,000 by the end of 2026/2027 and result in a total annual bill of almost £9bn, according to a new report by Irwin Mitchell’s private client advisory. The predictions are based on previously unseen government statistics that cover 177,000 IHT estates across all 121 UK postcodes. The forecasts have been adjusted to account for changes announced in Rachel Reeves’ Budget last year.

1 month ago | moneymarketing.co.uk | Phil Young |Kimberley Dondo |Momodou Musa Touray |Darius McQuaid

Whether you’re buying or selling a financial advice business, capital tells a story – a story about motivations, expectations, risks and likely outcomes. It’s tempting to focus on price alone, but where the money comes from can tell you several things about a deal and what it means for your business, before it actually transacts.

Feb 6, 2025 | executivetraveller.com | John Phelan |Phil Young

Looking for the next Qantas double Status Credits offer to lock in your next year at Qantas Silver, Gold, Platinum or Platinum One status, as well as speed your progress towards Lifetime Silver, Lifetime Gold or even Lifetime Platinum membership? It could be just weeks away, based on the pattern for previous Qantas DSC promos which deliver a double-sized serve of status credits across all domestic and international Qantas flights.