
recent work


We have undertaken a range of projects
and other work for a number of clients including:
- The specification, development and launch of the range of open-architecture,
multi-asset trusts that wrap around Fidelity International's FundsNetwork
investment platform, the development of marketing and support
material, recommendations for the development of the required internal
systems to support the administration and marketing of the trusts
and the training of internal and sales staff. Trusts developed included
bare & discretionary gift trusts, bare and discretionary loan trusts,
a discretionary will trust and bare and discretionary discounted gift
trusts.
- The specification, development and launch of bare and discretionary
discounted gift trusts and accompanying marketing material for The
Prudential Assurance Company Limited and Prudential International
Assurance plc. These trusts were developed so to allow investment
across a range of onshore and/ or offshore investment bonds. The roll-out
of these trusts was accompanied by a bespoke training and testing
package for Prudential's broker sales and support staff covering general
UK taxation and the taxation of investments and trusts. Other work
performed for Prudential included an analysis of internal technical
resource and a refresh of the Prudence Inheritance Bond, including updated
Counsel's opinion.
- Provision of investment and technical consultancy services to The
Kilminster Practice Ltd.
- Development and presentation of a 2-hour investment based case study
for the Personal Finance Society.
- Authored Fact File "Recent Developments in Investment Product Design" for the
Chartered Insurance Institute.
- Provision of consultancy services to HSBC Bank plc for its trusts and probates
businesses.
- Overview of Structured Deposit Accounts and provision of marketing advice
for the Newcastle Building Society.
- Various projects and assignments with Technical Connection Limited
including technical & tax training for an IFA client, production of targeted
training material for a major bank, project management of regular
production of material for the Personal Finance Society's Faculties and the
drafting of several other technical papers and articles covering a range of
topical technical subjects.
- Specification and development of software packages taking an innovative approach to
financial planning and advice.
- Drafting of training modules on Investment Taxation (covering Western Europe) and
Mutual Funds and their Investment Objectives for a major High Street banking group.
- Development of the e-learning programme for the Institute of Financial Planning's
Certified Financial Planner qualification.
- Specification and development of a new qualification targeting Paraplanners for the
Institute of Financial Planning.
- Development and presentation of training modules on trusts, review and updating of trust forms and
drafting Guide to Trusts for National Friendly.
- Member of various Financial Services Skills Council's Working Groups including Developing National
Occupational Standards for Providing Financial Advice and Financial Planning, RDR Working Group and
Generic Financial Advice.
- Speaker at numerous conferences and seminars.
- Contributor to the Q&A Tax columns in New Model Adviser.
- Nick is a tutor and assessor for the internationally recognised
Certified Financial Planner (CFP) qualification administered in the
UK by the Institute of Financial Planning (IFP), an examiner
for the Fellowship of the IFP and a member of the IFP's working
parties reforming continued professional development and assessment
standards for CFP.
- Nick also provides consultancy services to Prudential International Assurance plc's French business, including maintenance of the French website and production of regular investment bulletins.



