Blog
March 27, 2024
Making a Will: 6 Reasons Why It’s an Evolving Strategy, Not a One-Time Fix
Read our guide on when and why your client should revisit their Will.
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January 18, 2024
The Crucial Conversation: Why Financial Advisors Should Discuss Estate Planning with Their Clients
The Crucial Conversation: Why Financial Advisors Should Discuss Estate Planning with Their Clients
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January 18, 2024
Navigating your exit – maximise the value of your advisory business
Navigating your exit – maximise the value of your advisory business
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December 6, 2023
Your Consumer Duty is no Laughing Matter
Your Consumer Duty is no Laughing Matter…
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November 1, 2023
Meet Cormac, Head of Growth at Estgro
Welcome to our “Meet the Team” interview series, we’re kicking off with Cormac Dunne – our Head of Growth
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October 10, 2023
How can we achieve the balance of living a joyous life and still achieve at a high level?
Hear from Dave Newick, CEO of the Arken Group to find out how we can achieve the balance of living a joyous life and still achieve
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July 22, 2023
Do financial planning and estate planning go hand in hand?
Most financial planners talk about estate planning and the importance of making a Will with their clients. Especially where estate
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July 21, 2023
The Great Wealth Transfer – the risks and opportunities for Financial Advisors
Over the next 30 years, $38.8 trillion will be inherited in the UK, US and Europe, triggering the greatest transfer of wealth in h
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July 20, 2023
Gifting and funds under management – some key considerations
Gifting, as part of an estate plan, is a great way for your clients to avoid paying too much inheritance tax. It’s a common stra
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July 19, 2023
Introducing Estgro
Welcome to the dawn of a new era in digital estate planning! We’re excited to announce the official launch of our revolutionary
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