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Tony Mudd: New guidance on gifting misses crucial component

The update fails to address the concerns around business relief investments in IHT planning strategies The Government Office of the Public Guardian last month updated its guidance on giving gifts. Most advisers, and certainly those operating in the estate planning market, will be well aware of the rules and limitations faced by attorneys when considering […]

Lifting the lid on investment committees

Many smaller firms are mistaken in thinking they do not need an investment committee. Here are the key considerations in establishing one… Investment committees are usually associated with larger advice firms and those conducting discretionary management, but the reality is the same rules and principles apply to smaller firms. Indeed, given the number of firms […]

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