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Financial Planner

27 September 2025

How to prepare your pension and estate plan for the 2027 reforms

From April 2027, pensions will be included in inheritance tax. Discover how this change could affect your estate and practical steps to prepare.

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Financial Planner

7 February 2024

Six roles of a Financial Planner: What they do and how they can help

A financial planner wears many hats and plays numerous roles in order to help you achieve financial goals

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