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Elaine Turtle: Expression of wishes needs to be priority

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Elaine Turtle, DP of pensions Elaine Turtle, DP of pensions
The run up to the end of the tax year can be a very busy time for advisers and is an ideal time to ensure that clients review their expression of wishes form. Trustees do have the discretion to select who will receive benefits, but will of course take account of any in an expression of wish form.
Read 444 times Last modified on Wednesday, 14 February 2018 12:06

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