Digital estate planning service for Planners launches

A new cloud-based platform to help advisers with estate planning has been launched this morning.

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78% have no estate planning in place

A survey of 1,000 individuals for Financial Planning firm Schroders Personal Wealth revealed that 78% had no estate planning in place.

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Planner launches financial and estate planning “missing link”

Chartered Financial Planner Jason Butler is pioneering a US system in the UK which he says is a bridge between Financial Planning and estate planning.

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FCA fines Santander £32.8m for failings on estates

The Financial Conduct Authority has fined Santander £32.8m for failing to effectively deal with the accounts and investments of deceased customers over several years.

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