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Guide to Inheritance Tax Planning

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From Adviser Guide: Outsourcing fund management part 2

Q: How do I explain why I selected a DFM?

IFAs know the importance of written evidence.

By Emma Ann Hughes | Published May 17, 2012 | comments

Every factor in the decision process should be documented, according to Carl Lamb, managing director of Almary Green, including notes of meetings.

Copies of the ARC report and the DFM’s own documentation should also be retained on record.

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