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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