A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.

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Standard Life is concerned about new rules which it says may damage the use of trusts by families as a tax planning tool. Read more...

Financial Planner Carl Martin CFP^CM helps a family deal with the loss of two relatives and untangles a multitude of problems caused by one member's poorly drafted will.
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