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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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.

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MHA Carpenter Box appoints new director

MHA Carpenter Box has appointed a new estate planning director.

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