MDG Professional Services

Episode 7 - Pensions in estate planning


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More than ever before many understand that if they want a comfortable retirement they need to make their own provisions. We often see pension funds more valuable than the family home! In this episode we talk to Jessica List, head of technical at the leading pension provider Curtis Banks to see how pensions play a major role in passing on family wealth and estate planning generally.

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Self Invested Personal Pension (SIPP) - what we as advisors need to take into account

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MDG Professional ServicesBy Peter and Nicola


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