Estate Planning 1360X784

A Professional's Guide to Estate Planning

This CPD accredited guide produced with Intelligent Partnership, rounds up the latest developments that impact estate planning, as well as the rules and regulations that apply.

CPD accredited for advisers and paraplanners

The second edition of A Professional’s Guide to Estate Planning produced by Intelligent Partnership rounds up the latest developments that impact estate planning, as well as the rules and regulations that apply.

New, exclusive thought leadership perspectives, case studies, an updated Professional Connections section and a brand new section considering how estate planning and estate administration can interact have also been added to this edition.

As an everyday reference resource designed to be useful to IFAs, solicitors and accountants, it ticks all the boxes.

Included in this edition is a case study on the Wealth Preservation Trust from Canada Life. It illustrates how the trust can help reduce the potential inheritance tax liability when the policyholder dies. It also explains how they can retain access to help cover future unexpected expenses, such as a shortfall in retirement income, potential care costs and so on. 

If you would like to find out more about the guide before downloading, including learning objectives, what's new in this edition and key updates please visit the Intelligent Partnership website.