Planning for the succession of family assets can be a complex and sensitive process, with “Family Fortune” potentially becoming “Family Feud”. Nevertheless, it’s an area where you can demonstrate the true value of comprehensive advice to your clients.
We’ll explore a wide range of financial planning opportunities including:
Kirsty Anderson, Business Development Manager will be presenting a pensions session at 9.30am. At 11am Cat McInally, Business Development Manager will present on the investment side.Book this event
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