Solicitor referrals are good business

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Why should a financial adviser refer work to a private client solicitor? The seemingly obvious answe...

Why should a financial adviser refer work to a private client solicitor? The seemingly obvious answer is because the solicitor might refer some work back to the financial adviser. However, if this is the adviser's reasoning, he is likely to be disappointed with the results and will still be missing a trick. It is worth understanding first of all what a private client solicitor is. He or she is someone who advises on estate planning, in particular inheritance tax planning, wills and trusts. The job is all about the passing of money from one generation to another. This means making sure t...