I have over 15 years in the industry, first beginning in 2007 as a Client Services Administrator for an asset management company before moving to a private bank in 2014 as a Paraplanner. I have been with Crowe Financial Planning UK Limited since 2017 and I am now working closely with our consultants as a Financial Planning Executive.
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How does a Discounted Gift Trust (DGT) work? Our article provides further insight on how DGTs can offer opportunities as part of your financial plan.