Posted on: 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).