Your LifeTalk Insider #69

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Welcome back…

From LifeTalk and Adviser Growth Community this week:

Thanks to everyone who has subscribed to LifeTalk Insider - Let’s get stuck in…

This week has seen two of the busiest days ever in LifeTalk’s history. You’ll notice that there’s a bit of a theme to this week’s edition…

Nick and 201 others: IHT on pensions… did I hear that correctly? Click…

LifeTalk and 57 others: As financial advisers, what can we imagine saying in the future when we look back? "I can't believe we used to _____" Click…

Brian and 10 others: I’m keen to start using ChatGPT within the practice. In simple terms, can anyone explain what the software can be used for? Any feedback really appreciated. Click…

Philip and 10 others: So, we know that pension funds will take some of the deceased's nil rate band. I couldn’t see anything about inherited nil rate bands or the residence nil rate band. Can anybody shed any light? Click…

Antoinette and 10 others: Which workplace pensions are available for as little as two employees other than NEST or peoples pension? Click…

Andrew and 12 others: Looking forward to the phone calls on this one, now the tax-free-cash panic merchants have something new to panic about. Click…

Thomas and 23 others: So how do these new rules on pensions being part of ones estate fit in with income tax? Post 75 rules were taxable as income, is this still the case? If so, a 76 year old dies with a pension, 40% is lost to IHT and then the rest is taxable as income at marginal rate of beneficiary? Click…

👉 Need some ideas to get better results from ChatGPT?

Take a look at the AI Prompt Vault - a brand new resource and community with the focus solely on making the most of ChatGPT and other generative AI tools.  Includes new AI prompts you can copy every day. Visit here Click…

Fiona and 25 others: Sooo…if the pension values are added to the estate and that takes total value over £2million, I guess the RNRB is lost as well? Click…

Angela and 20 others: Can I ask the group if anyone has a SIPP with former Hornbuckle now Embark? I don’t know if I speak a different language but literally everything I ask is ignored and I have to raise a complaint to get them to answer any query or take any action. Click…

😮 The real prize of AI for IFAs, financial planners and advisers is nothing to do with streamlining processes, writing suitability reports or creating marketing content. True, it's a good place to start - but the real prize is much bigger than that. Click…

Darrell and 29 others: It is rather sad and quite shocking that this budget means the end of family farms and small business in about a generation. Any viable farm of any reasonable size is worth £1 - 5 Million and the prospect of a young man or woman being willing to take on debt to pay £600,000 IHT on a £3 Million family farm is scary given the hours they work and rules & regulations they have to live with daily and the very modest profits they make. Click…

🚀 You don’t want to miss this…

Unlock the Power of Accountant Partnerships

Are you looking to develop stronger, more effective referral relationships with accountants that consistently bring high-quality introductions to your business?

Yes? Mark your calendar now: Tuesday, 12th November at 10am. Click…

Posts from Adviser Growth Community this week:

👨‍💼 🙋‍♀️ Here’s why financial advisers like you are joining Adviser Growth Community

The Adviser Growth Community - brings together financial advisers experiencing change or transition in their business so that they can gain clarity whilst also attracting more of their ideal clients.

Now with a 7 day free trial.

If that’s you, you should come and join us…

👉 Consistency is key in marketing

As consistent as ever, Keith Churchouse of Chapters Financial was on both BBC Surrey and BBC Sussex this morning talking about the Budget. Radio interviews have been a long time and fruitful marketing strategy of his for many years. Click…

👉 How AI can help with your Budget comms

I trained my AI clone to answer questions on the Budget. Click…

🚀 Latest networking events

Here is the latest list of online and in person networking events around the UK. Click here…

😮 Working with meticulous clients

When dealing with detail-focused clients, how do you adapt your approach to meet their high expectations? Working with clients who expect precision and accuracy can be challenging, but it's also an opportunity to demonstrate the value of your expertise. How do you adapt your process to consistently meet their high expectations? Click…

😮 Stop moaning and complaining!

As we finish out Budget week I have a challenge for you that might be tricky, but bear with me...

I have a very successful speaker friend who as part of his presentations to business people, challenges them to stop moaning and complaining about ANYTHING for a whole week. The benefits can be profound. Read more…

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That’s it for this week…

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