Chartered Planner wins accountant client referrals after top exam marks
- Friday, 13 April 2018
- Articles
A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.
Read more...Standard Life calls for trust use by families to be protected
- Wednesday, 13 August 2014
- Articles
Standard Life is concerned about new rules which it says may damage the use of trusts by families as a tax planning tool. Read more...
Real life case study: Carl Martin of Carpenter Rees
- Wednesday, 26 September 2012
- Insight & Analysis
Financial Planner Carl Martin CFPCM helps a family deal with the loss of two relatives and untangles a multitude of problems caused by one member's poorly drafted will.
Read more...
Read more...