Quiz Findings: How Estate Planning Professionals Get New Business
In this blog we explore what our friends in the estate planning space do to generate new business for their department. We’ve crafted 18 carefully thought-out questions that are designed to uncover common marketing strategies used within this industry. We include the findings, our interpretation of the results and our tips in the following areas: […]
Hunt mulls IHT reforms amidst family-owned business lobbying
Numerous sizable family-owned corporations employing thousands of workers are urging the Treasury to incorporate them into the forthcoming inheritance tax (IHT) reforms, as reported by The Times. Chancellor Jeremy Hunt is reportedly contemplating changes to the tax, such as lowering the 40% tax rate for estates exceeding £325,000, which he intends to announce in his […]
