The role of the financial adviser requires that he or she identify the needs of clients and meet tho...
The role of the financial adviser requires that he or she identify the needs of clients and meet those needs with appropriate recommendations. Nowhere is this approach more important than in the field of inheritance tax planning. Product pushers cajole financial advisers into using 'packaged' inheritance tax planning arrangements with clients, backed by marketing material of breathtaking naivety. "Should my solicitor look at this?" "No need - it is a tried and tested solution." Yes a tried and tested solution - to someone else's problem. There is no panacea - no universally applic...
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