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SOLLA: It’s essential for advisers to stay up to date on Business Relief
Society as a whole continues to age: with 18% aged 65 and over and 2.4% aged 85 and over [ONS 2016]. Whilst this is a cause for celebration it is nevertheless the case that with increased longevity comes the need to balance the requirement for income to fund the kind of retirement the client wants, with their desire to pass on wealth down the generations and to do so in a cost effective and tax efficient way.
June 12, 2019
