SLG LiveSite Portlet

Client Support

Meaningful estate planning conversations

We’ve produced a number of items to help you have more productive and meaningful estate planning conversations with your clients.

Gift record

A form to record and provide evidence of gifts made by a client.
Gift record (PDF, 483Kb)

Client Guide

Our Family Wealth Transfer Guide - Protecting your assets has been written for clients to explain
the benefits of using trusts.
Family Wealth Transfer Guide - Protecting your assets (PDF, 776Kb)

SLG LiveSite Portlet
SLG LiveSite Portlet

Are your clients at risk of a French tax charge?

Thousands of UK trusts could unwittingly face a €10,000 charge this year if they fail to disclose information to the French authorities.

SLG LiveSite Portlet

My favourite literature

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Please note you must be logged in to view your favourites. Building a list of favourites will help you access your favourite literature quickly and efficiently.

To create your list of favourites you need to login and click the Star icon next to the literature of your choice.