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Designated accounts for unit trusts and OEICs have, for many years, been a simple yet effective way of gifting an investment for a child or grandchild and removing the investment from the investor’s estate for inheritance tax purposes.
Good morning and welcome to your Morning Briefing for Monday 25 October, 2021. To get this in your inbox every morning click here. Peak ESG? The number of advisers who include environmental, social and governance (ESG) questions in their fact finds continues to grow. That is the finding from a survey by NextWealth