Bankhall's technical team offers the essential knowledge required to guide intermediaries delivering expert financial planning. The team take calls from members on all areas of financial planning and related tax and trust issues. They can help if you are looking for a second opinion on a technical matter, or simply wish to talk to someone about the way forward on a particular case. In addition the team produce fact sheets, financial planning guides, and regular bulletins providing you with updates on the latest developments in the industry including; financial planning, technical issues, tax, trusts and products.

In addition our members have access to the highly renowned Techlink Interactive. An online knowledge management system brought to Bankhall members courtesy of Zurich. Through Techlink members have access to a suite of services through the interactive portal. Some of the key features include:

• An online library that offers in depth and up-to-date information on hundreds of subjects including; pensions, trusts, corporate business, UK and offshore investments and personal and corporate tax planning.
• Daily bulletins that provide analysis and interpretations on the latest market, tax and legal developments within the industry.
• Access to an online database of relevant executive summaries on subjects of interest to financial planners.

We encourage members and non members alike to learn more about Techlink and our Technical Service offering by contacting our team today on 0845 003 0400, OPT 1. *

*  Please note this service may occasionally be unavailable due to upgrading/maintenance. Entitlement to the full suite of technical centre services is dependent upon a firm's membership type with Bankhall.