SEI offers free inheritance tax guide to intermediaries

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Scottish Equitable International has launched a marketing campaign aimed at helping intermediaries w...

Scottish Equitable International has launched a marketing campaign aimed at helping intermediaries who are unfamiliar with inheritance tax (IHT) planning, or who want to improve their knowledge. Through the initiative, Scottish Equitable International is hoping to increase the percentage of offshore bonds written in a trust. It aims to encourage intermediaries to look at a client"s overall tax position, rather than concentrating on one particular product area. At the same time, the group is hoping the initiative will encourage more intermediaries to consider the advantages of different ...

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