Don’t miss this important guest webinar featuring Malcolm Noblett, Managing Director of Solidus.
Building on his previous session, Malcolm will cover:
– The six key areas that leading financial planners prioritise in integrated financial and estate planning.
– The growing trend of lifetime transfers ahead of the Autumn statement.
– Practical guidance to help advisers address the advice gap in pension planning.
– The latest updates on business asset ownership.
Join us to gain valuable insights and stay ahead in your client advice and planning.
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