IFAs get help 'demystifying' estate planning

The Estate Planning Solutions Pack examines a variety of topics which could arise, as well as providing further support services and client guides. Standard Life says pack will look at inheritance tax (IHT) basics as well as planning opportunities and solutions. It says it will focus on onshore and offshore investment bonds, mutual funds, protection and the IHT issues associated with pensions. The pack also has commentary on wills, domicile and family home IHT issues. “Financial advisers are always looking for ways to add value to their client relationships and estate planning ...