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.


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.


58% of UK adults failing to write a Will

A survey of 6,000 UK adults by national Financial Planner and wealth manager Tilney has uncovered that 58 out of every 100 British adults has no Will.


MHA Carpenter Box appoints new director

MHA Carpenter Box has appointed a new estate planning director.

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