Acting as a trustee is a significant responsibility and so, while the role used to be given to family members, writes John Humphreys, it is increasingly common for clients and their advisers to appoint a professional
At a recent seminar, questions from the audience of advisers brought us on to the subject of trustees - and how and why to choose them. It is a decision that can have very long-lasting and far-reaching...
Change on the horizon
ISA tax relief cost £3.3bn in 2018/19
Approaching six year time limit
Compulsory training courses
New planner at Chartered firm