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Investing in the next generation

Estate planning can seem like an intimidating area, but it needn’t be if you follow the signpost questions you need to ask of yourself – and the wider family – set out in this simple guide.

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grandfather spending time with his granddaughter at the park

Client trends: September 2023

An easily missed IHT trick, the need for liquidity but also robust returns, and the power of brand and reputation are top of the agenda with our users this month.

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