group proposes one-stop financial planning
Prudential has released the details of its Inheritance Tax (IHT) trusts as it moves on plans to offer a comprehensive one-stop financial planning service. The provider has launched three trusts in the past month (International Investment January issue, page 3), which it hopes will cover all elements of IHT planning, and complement its existing trust services. The Pru has also expanded its client and adviser support material to enhance the trust advice and selection process. The vehicles include a lifetime nil rate band trust designed for UK-domiciled married clients or civil partners,...
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