STEP’s global research survey
We would like to invite you to participate in STEP’s new global research survey that seeks to gather insight into, and evidence of, people’s evolving attitudes to wealth and taxation. Through this research, we hope to establish some of the behavioural trends of clients and consider how these might inform future approaches to wealth and […]
intelliflo and Estgro partner
intelliflo, cloud-based technology platform for financial advisers, has teamed up with Estgro to “revolutionise” how advisers handle generational wealth planning. This integration bridges the gap between financial and legal services, making estate planning and inheritance processes seamless for advisers, providers of legal services and their clients, they have stated. Designed to address the complexities of […]
