About Slavica Smith

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So far Slavica Smith has created 65 blog entries.

Podcast: Ken Maxwell discusses “A broker’s perspective on the underwriting challenges for high-value life cover” on IFA Talk

2025-07-09T11:29:13+01:009 July 2025|Blogs|

Director Ken Maxwell was recently invited to speak on the IFA Talk podcast, sharing a broker’s perspective on the underwriting [...]

Using life insurance to cover the inheritance tax tail for a high-net-worth client’s gifting strategy

2025-07-09T09:06:29+01:009 July 2025|Life insurance case studies|

The client had made multiple gifts totalling £20 million and was seeking to cover the inheritance tax (IHT) liability [...]

Arranging life insurance for a married couple to cover their £3 million inheritance tax liability

2025-07-03T09:53:41+01:002 July 2025|Life insurance case studies|

The clients, a married couple in their 60s, had three children in their 20s The couple had a £3 [...]

‘How advisers can use protection specialists to better serve clients’ by Ken Maxwell published in FT Adviser

2025-04-24T15:39:25+01:0024 April 2025|PR|

In the ever-evolving world of financial services, wealth accumulation is no longer the sole focus of advisers. Today, clients demand [...]

Title: Practical tips for women in the UHNW advisory sector by Alex Gibson-Watt published in IFA magazine

2025-03-12T09:33:45+00:0010 March 2025|News|

As a woman working within the UHNW advisory sector, you have a unique opportunity to break barriers, lead change, and [...]

The important role life insurance can play for high-net-worth and ultra-high-net-worth individuals following the proposed changes to Business Relief and non-domiciled tax rules

2025-03-12T14:44:51+00:006 March 2025|Uncategorised|

In the new Labour government’s Autumn Budget, Chancellor Rachel Reeves announced some of the biggest changes to tax rules for [...]

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