Planner Casebook: Fixing problems with a windfall inheritance

Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.

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Top 10 Tax Saving Tips for Planners in new magazine

Insight on the Top 10 Tips on Saving Tax for clients is at the heart of the latest issue of Financial Planning Today magazine which is out now. 

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