Legal & General Wealth Management has recruited Mark Green, Rick Warner and Stacey Love to its tax and estate planning division offering adviser technical support.
The department gives guidance on tax and trust related topics using telephone and email-based support, written technical bulletins and face to face meetings with IFAs. Green becomes head of tax and estate planning and joins from Punter Southall where he worked in a client advisory and technical capacity. Warner becomes tax and estate planning manager and previously worked for Integrated Financial Arrangements, as a trust and tax specialist where she worked on tax and trust matters. Love has joins as tax and trust technical consultant from The Fry Group where she worked on tax and trus...
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