Today was one of those mornings that make this profession so worthwhile. The event was a tripartite meeting with clients, ourselves and solicitors to thrash out an estate and inheritance tax plan for the clients.
It involved the full range of legal and financial planning skills, with debate and discussion to ensure the client’s wishes could be fulfilled efficiently, economically and tax efficiently.
The result will be new wills for the clients, incorporating trusts to protect assets, and a revised financial and investment plan.
A good morning’s work, much appreciated by the clients.
Certified Financial Planning
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