Intelligent Partnership estate planning guide – SRI thoughtpiece

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 the full guide ‘A Professional’s Guide to Estate Planning – version 2’ here (the guide will be updated after the budget).