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Useful Resources

Who should your clients appoint as executors?

The executors must be trusted completely by your client and it is preferable if the intended executors have a reasonable degree of financial understanding.

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Read more on Who should your clients appoint as executors?

Five practical tips for preparing your clients for later life

Clients who are moving into their later years are likely to be considering the best structure for their pensions and investments and making their Will.

Read more on Five practical tips for preparing your clients for later life
Read more on Five practical tips for preparing your clients for later life

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