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Navigating inheritance tax/probate challenges
Having to pay inheritance tax before probate is granted while not being able to access the necessary funds because of delays in probate being granted is a chicken and egg scenario that’s become increasingly common. With the help of Graeme Clark, Chartered Financial Planner in the Courtiers Private Client Team, this article explores the various options available to those facing this frustrating situation.
Courtiers Advisers getting to grips with taxation challenge
With support and advice from their Courtiers Adviser, there’s plenty that clients can do to ease the impact of government tax policies, say Graeme Clark, Head of Private Clients and Paul Kemsley, Senior Private Client Manager in their latest Adviser Review.
Adviser review: Taking events in their stride
In their latest Quarterly Adviser Update, Graeme Clark, Head of Private Clients and Paul Kemsley, Senior Private Client Manager, consider the impact of continuing economic instability and market volatility on clients’ finances and give their thoughts on what might lie ahead.