Three ways Deeds of Variation can save tax for your clients
Deeds of Variation allow your client’s Will to be varied within two years of their death with the variation being read back into the Will for tax purposes.
Read more on Three ways Deeds of Variation can save tax for your clients
The executors must be trusted completely by your client and it is preferable if the intended executors have a reasonable degree of financial understanding.
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
