'Done properly, cashflow modelling is particularly useful for retirement planning'

IHT mitigation remains a driver for the creation of trusts

Clients want fast, accessible, and personalised service

FCA asks firms to review their use of cash-flow modelling

Never been more crucial to address client vulnerability effectively

Emerging and developed market distinctions 'increasingly blurred'

Leveraging data to make confident decisions

'There is nothing like money that can start a family argument'

More jargon-busting work to be done

Part one: Great Wealth Transfer, Consumer Duty, school fees, CII/PFS warning