Estate planning body reveals ex-ABI man as new chief
- Tuesday, 10 January 2017
- Articles
The Society of Trust and Estate Practitioners has revealed the name of its new chief executive.
Read more...Chartered planners acquire 1500 clients via estate planning firm
- Monday, 05 December 2016
- Articles
A Chartered Financial Planning group has bought a wealth firm specialising in estate planning with 1,500 clients.
Read more...Advisers expect higher demand for IHT planning
- Wednesday, 02 March 2016
- Articles
Financial advisers are anticipating higher demand from clients for estate planning advice in the wake of changes being made to inheritance tax thresholds announced in the Government’s July Summer Budget.
Read more...Retirement and estate planning workshops coming up
- Tuesday, 06 January 2015
- IFP Member News
Below is a summary of some key dates for your diary in 2015, including a retirement planning workshop.
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