New type of estate planning service launches with holistic approach 

Mark Battersby
clock • 2 min read

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...

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