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Intelligent Partnership estate planning guide – SRI thoughtpiece

February 10th, 2021

A big thank you to Intelligent Partnership for sending me a lovely, smart version of the brief ‘Thought Leadership’ piece I wrote for them last month.

The brief article highlights the relevance of financial services intermediaries considering sustainable investment when discussing estate planning with clients.

You can download my article here: SRI thought leadership article for Intelligent Partnership Estate Planning guide

Or download the full guide ‘A Professional’s Guide to Estate Planning – version 2’ here (the guide will be updated after the budget).

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