At a time when the Treasury’s IHT take is higher than ever, we feel it is an apt time to give professionals, who may meet clients on a weekly or daily basis, with estate planning needs, a greater insight into the options available as well as the opportunities for their business in this area. Regulators and clients now expect a proactive and holistic approach to legal and financial challenges and there is plenty of overlap in synergies when it comes to trusts, cash flow modelling, investment advice and later life issues such as equity release or long-term care planning between lawyers, accountants and financial advisers. With their combined knowledge bases, but separate expertise, it makes sense for them to work together to identify and fulfil all of the complimentary needs of each other’s clients.

This Guide is designed a practical resource that will help professionals become more knowledgeable and confident about estate planning.

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