3. Explain how wills and lasting powers of attorney will help the client.
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Sipp planner of the year
Explain how the structure of the Sipp works best for clients, as opposed to other options that may be available: for example small self-administered schemes.
Tax-efficient investing planner of the year
1. Explain how the structure of all a client’s assets, including the tax implications, represents the optimal way of achieving their goals.
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