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Financial Liverpool - The BPR Market and Unlocking Planning Opportunities for Individuals and Business Owners

  • Thu 05 Nov 12:00 pm – 1:00 pm
    • Tom Hind, Stellar Asset Management

In this talk, Tom will analyse the various structures available in the market for Financial Planners and their clients and identify the key benefits and drawbacks of utilising each one. Tom will also discuss the opportunity that Inheritance Planning presents advisers over the next 10-15 years and identify Business Owners as a largely untapped market for new business.

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