Nick Homer, protection proposition manager at Zurich Financial Services, discusses trust planning options.
Before the 2006 Budget, intermediaries tended to recommend three types of popular trust: – bare, discretionary and interest in possession to their clients for IHT mitigation purposes. Interest-in-possession...
Service increasingly key
Aiming to be top three UK financial planner
Lowest measure since index launched in 1995
Complaints into double figures
Despite lower median annual earnings