I started working in financial services in February 1999. I started work as an administrator at Prudential, where I obtained my initial qualifications. I left Prudential to work at an IFA in July 2001. I have worked for several companies over the years and joined Crowe Financial Planning UK Limited in April 2019.
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One way to reduce IHT liability on your estate is a Loan Trust enabling you to undertake IHT planning without the need to give capital away.