Specialist investment manager Ingenious has launched what it describes as a "new type of estate planning service" after researching what financial advisers need for clients. The new IEP Apex service is billed as a simple and cost-effective solution for any financial advisers and their clients looking to maximise the wealth they pass onto their beneficiaries, taking a holistic approach to estate planning by providing a "unique set of benefits as standard". These features include: Access to Ingenious' asset-backed lending strategy that aims to protect capital and deliver long-ter...
To continue reading this article...
Join International Investment
Join International Investment today
Unlock members-only benefits:
- Unlimited access to real-time news, industry insights, video features and market intelligence
- Stay ahead of the curve with spotlights on international financial centres, regional trends international advice and global industry leaders
- Receive breaking news stories straight to your inbox in the daily newsletters
- Hear the latest cross jurisdictional developments in wealth planning, tax, regulation, investing, retirement and protection
- Members-only access to the Editor’s weekly news roundup newsletter
- Members-only access to analysis via our exclusive industry polls
- Be the first to hear about our events and awards programmes