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.
Checklist for advisers
- Is your client tax compliant?
- Does your client have a succession plan?
- Has your client made a will?
- Is any existing will up-to-date?
- Has your client considered who will manage his personal and financial affairs if he becomes mentally incapacitated?
Tags: HMRC | Irwin Mitchell
