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Guide aims to help IFAs with bereaved clients

IFA Promotion has produced a free guide on dealing with the practical issues arising from the death of a family member or friend.

The publication entitled, A practical guide to dealing with bereavement, is intended to help IFAs give useful advice to clients in a sensitive situation.

Specific areas covered in the guide include making funeral arrangements, the importance and benefits of making wills, including deeds of variation, the role of executors and administrators, how to value an estate and claim monies owed to it and the laws of probate and final accounts.

Chief executive David Elms says: “Coming to terms with the death of someone close is difficult enough without the additional complications of the practical issues involved. There is so much administration that needs addressing at a time when many are at their most vulnerable. The guide is a starting point which, combined with local professional advice, will help people to deal with what has to be one of the most difficult periods of their life.”


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