Alternative Investments

Estate Planning: Working with Professional Connections Estate planning is one obvious area where financial advisers should consider forging links with professional connections such as solicitors and accountants, writes Daniel Kiernan, Director of Research at Intelligent Partnership. Solicitors and accountants often come across the issue of a potential IHT liability, but do not always have the knowledge they need to provide solutions, and in particular to provide investment based solutions such as BPR. In these instances the option to refer to a trusted IFA can add another dimension to the service they offer their clients. Accountants Accountants often have longstanding relationships… continue reading