Digital estate planning service for Planners launches
- Tuesday, 05 October 2021
- Articles
A new cloud-based platform to help advisers with estate planning has been launched this morning.
Read more...78% have no estate planning in place
- Monday, 10 May 2021
- Articles
A survey of 1,000 individuals for Financial Planning firm Schroders Personal Wealth revealed that 78% had no estate planning in place.
Read more...Planner launches financial and estate planning “missing link”
- Thursday, 29 August 2019
- Articles
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.
Read more...FCA fines Santander £32.8m for failings on estates
- Wednesday, 19 December 2018
- Articles
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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