Award-winning chartered financial planner Jonothan McColgan gives practical advice on structuring the death benefits of financial products for executors.
This webinar is offered at a 20 per cent discount for Private Client Section members. This webinar will offer practical guidance in structuring the death benefits of financial products for executors and private client practitioners.
Jonothan will also update you on the changes to pension and ISA legislation and explore the planning opportunities for investment bonds.
Orignally broadcast on 19 January 2016, this webinar will be of interest to executors as well as private client solicitors.
Speaker: Jonothan McColgan, director, Combined Financial Strategies
Jonothan is a a chartered financial planner and director of Bath-based Combined Financial Strategies. CFS offers independent financial advice on inheritance tax, retirement and investment planning. He has been recognised by his industry as one of the top financial advisers/planners in the country, having won numerous awards over the last year.