Friday HighlightJan 27 2023

Why speed could be the most important factor in IHT planning

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Why speed could be the most important factor in IHT planning
Getting clients to act quickly on estate planning advice is a consistent challenge for advisers. (FT Money)

Speaking to advisers for many years now has allowed me to realise that a consistently challenging task they face is not only establishing the best route to take when offering estate planning advice to clients, but also in getting clients to accept it and then act.

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