Inheritance Tax  

How should advisers tackle end of life planning with clients?

This article is part of
Guide to end of life planning

He thinks advisers offer a valuable service when it comes to the sensitive matter of coming to the end of one’s life, and that is “delivering honest advice and not being afraid to address the issues or challenge clients”.

He adds: “Tact is clearly needed but not at the expense of avoiding the issues.”

Article continues after advert

eleanor.duncan@ft.com