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Estate planning is all about ensuring that family wealth passes into the right hands at the right time, with minimum liability to inheritance tax.
Your clients demand more than just effective estate planning solutions. They also want expert guidance and the sort of support that helps them make the right decisions.
We offer you all round estate planning support and can help you with trusts, investment guidance for trustees and family wealth planning.
The estate planning products that support our platform products are provided by Phoenix Group through the Standard Life Assurance Limited. The range includes:
Detailed product information and supporting materials around these products can be found on Adviserzone.