5 July 24

How to develop a truly ‘holistic’ estate planning strategy for clients

The introduction of Consumer Duty rules has reinforced the requirement for holistic financial plans. But how does this affect estate planning? As financial planners know, a truly holistic financial plan goes beyond merely offering clients advice and involves developing a bespoke plan that not only suits their needs, but also pre-empts any potential issues further down the line. It’s a...