Wednesday 26th January 2022
Online
58 MINS
A large number of clients have an objective to pass their wealth on to the next generation or generations. We explore the issues paraplanners should be thinking of when creating a suitable strategy.
During the session we covered…
Brian has been in the financial services industry for over 35 years. He joined Transact in December 1999 shortly before its launch. Here he provided input into the development the tax wrapper functionality on the system whilst establishing a technical tax support function for financial advisers. He is now responsible for the team providing support to both advisers and the business.
We ran out of time to answer all your questions at the event but Brian Radbone has answered them in a blog post. Just follow the link below.
