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Month: April 2018

#37 – The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform

This is a podcast of the ‘The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform’ held on 8 March 2018. Estate planning is increasingly the ‘new black’ for many financial advisers, accountants and risk advisers.  Indeed, adviser facilitated estate planning is one of the very few areas of the law […]

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