Interactive Financial Adviser: Tax Planning

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Estate planning is a vital part of any retirement plan. However, it is also an area many clients are unwilling to deal with.

This conjecture aims to highlight the potential consequences of delaying making estate planning provision and discusses the complications of what happens if a client dies without having plans in place.

The discussion will also cover the different ways advisers can broach this important issue and what they can do to provide clients with a more efficient service.  

The Tax Planning panel includes:

Tim Thornton Jones - Partner, Berkeley Law

Mark Green - Head of Tax and Estate Planning, Legal & General