About Slavica Smith

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So far Slavica Smith has created 57 blog entries.

‘Using life insurance as a tax planning tool’ by Holly Hill in ThoughtLeaders4 Private Client Magazine

2024-02-06T17:47:24+00:006 February 2024|Blogs, IHT, Insurance, PR|

Insurance can be highly effective when used as part of the client’s cash flow management profiling on death. In this [...]

‘Using life insurance as an alternative to holding assets in trust’ by Jacob Fay published in IFA Magazine

2024-02-20T10:17:16+00:006 February 2024|Blogs, Insurance, PR|

Within estate planning, the debate between procuring life insurance versus placing assets into trust is one that often arises. Both [...]

‘Underwriting challenges of the hazardous pursuits of HNW and UHNW individuals’ by Jacob Fay published in COVER Magazine

2023-11-14T11:35:44+00:0014 November 2023|Blogs, PR|

"It is important that advisers can approach the whole market" Hazardous pursuits encompass a broad range of high-intensity activities that [...]

‘Simplifying life insurance for financial planning clients’ by Jonathan Morris and Darren Lee published in FT Adviser

2023-10-31T12:34:55+00:0031 October 2023|Blogs, PR|

Research suggests that confusion around life insurance is one of the reasons fewer millennials are buying policies compared to previous [...]

‘3 ways AI could transform the underwriting process’ by Darren Lee published in COVER Magazine

2023-10-31T12:33:55+00:0024 October 2023|PR|

Artificial intelligence (AI) has been a regular feature in news headlines over the past year, as developments in the technology [...]

Money Marketing in conversation with Ken Maxwell…wealth protection for HNW and UHNW individuals

2024-09-10T15:06:34+01:0012 October 2023|PR|

The Money Marketing Podcast is a definitive guide to the biggest issues in financial planning and, recently, our Director, Ken [...]

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