In this new era of holistic financial planning, advisers have a crucial role to play in advising the...
In this new era of holistic financial planning, advisers have a crucial role to play in advising the general public about will-making procedures. And with the remit of financial advisers expanding to include a wide range of financial matters, they are now well positioned to raise awareness of charitable will donations. Charitable will donations, or legacies, are currently the single biggest source of voluntary income for charities in the UK, worth £1.1bn a year and generating more than 40% of funds for the top 10 charities alone. However, current stock market instability, pension market ...
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