Estate planning CPD workshop
- Tuesday, 14 January 2014
- IFP Member News
The IFP's second estate planning CPD workshop takes place in Bristol on Tuesday 21 January.
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Real life case study: Jason Holmes of Lumen Financial Planning
- Wednesday, 27 February 2013
- Insight & Analysis
Jason Holmes CFPCM of Lumen Financial Planning faced a twin-pronged challenge after a business owner's death, how to negotiate with the owner's widow and the remaining directors in the firm.
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Real life case study: Martin Bamford of Informed Choice
- Wednesday, 25 April 2012
- Comment
Martin Bamford CFPCM of Informed Choice helps solve a family's estate planning conundrum.
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