In the latest Interactive Financial Adviser debate, our panellists from Berkeley Law and Legal & General discussed Tax Planning.
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
The chairman isn’t answering his email
Reforms not enough
An economic cocktail
To encourage consumers to shop around
Will report to Pat Shea