How to use professional connections to do succession planning
By Mark Battersby, 9 Jun 16
In the first of a series looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, explains how lawyers and investment advisers can work together to ensure their clients’ wealth and succession objectives are fully met.
Drawing on his experience advising international clients from across the wealth spectrum, Stone looks at the current environment in which wealth planners operate and the basic planning steps that every person should take.
His insights will be accompanied by an imagined case study of a family as it goes through its evolution with detailed consideration of the practical planning techniques available.
At the end of his analysis, there are also checklists of points for financial advisers to action.
Click throught the slides above to find out more.
Tags: HMRC | Irwin Mitchell
