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A guide to using Zoom

We may be carrying out video calls with you using a video conferencing tool called Zoom. This is secure and easy to use – this short video explains how you can use it.

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Copy here introducing the client stories section and examples of testimonials

Be more Shakira: Try Everything!

What do a rabbit called Judy Hopps from BunnyBurrow and the singer Shakira have in common with good financial planning? Read on.
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Best of breed financial planning

Last month we asked you what a ‘world-class’ service meant to you. And we had some very interesting responses.As you’d expect, what’s world-class to one person might not be to another. And sometimes what’s world-class is very simple, but what makes it valuable is that it’s hard to find.
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Inheritance Tax Planning: A Thorny but Manageable Issue

Inheritance tax is seen as one of the more complex and emotionally charged areas of financial planning. It can be an awkward topic to discuss, yet one thing is universally agreed upon: no one wants to pay more tax than they need to. 
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