Estate planning: do not stick your head in the sand

• Explain the pros and cons of estate planning solutions
• Describe the difference between a potentially exempt transfer and a chargeable lifetime transfer
• Identify how clients can avoid family disagreements when estate planning

• Explain the pros and cons of estate planning solutions
• Describe the difference between a potentially exempt transfer and a chargeable lifetime transfer
• Identify how clients can avoid family disagreements when estate planning

CPD

Approx.30min

CPD

Approx.30min