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Threesixty offers guides to equity-release issues

Threesixty Services has published new guidance designed to help IFAs grapple with the intricacies of business strat-egy, risk management and inheritance tax planning in relation to equity release.

The first guide, on business strategy and risk management, is aimed at helping senior managers in IFA firms adapt to the increased FSA requirements to adopt improved standards in these areas.

The guide helps IFAs reconsider the controls within their business and how they can adopt a consistent risk-based monitoring programme.

The second guide provides advice on IHT planning with equity release, responding to the increasing number of people falling into the IHT bracket. Equity-release schemes can make it relatively easy to reduce IHT liabilities, prov- ided certain guidelines are followed. The guide outlines some of the pitfalls and provides some solutions.

Partner David Ingram says: “The guides have been written by experts to help IFAs build better businesses and support their relationships with both the regulator and their clients.”

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