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Administration of a loved one s estate
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Administration of a loved one s estate
wirralglobe.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wirralglobe.co.uk Daily Mail and Mail on Sunday newspapers.
BRI Wealth Management Plc Selects 1RS Platform ERIC for Risk And Compliance Management
Dean Wragg, BRI s Compliance Director said We look forward to embedding ERIC into our business and use its rich functionality to modernise our approach to Governance, Risk and Compliance.
BRI Wealth Management Plc provides advice on a range of areas including Investment Management, Financial Planning, ISAs, Pensions, Inheritance Tax Planning and Tax Relieved Investments. By selecting?Eric, BRI Wealth Management Plc now has access to an intuitive risk and compliance management system. ERIC will improve visibility across the organisation and enable employees to work more efficiently, giving them more time to achieve their own objectives.
★✩
This text does what it says on the tin (well, the cover). Far from being a criticism, this is very much a compliment. The book declares itself a handbook. As explained in the preface, it is not a textbook but a helpful resource for practitioners to dip into for guidance.
The book begins with the first two parts covering some basics of trusts and estates, followed by practical points about probate and trusts. These sections are not voluminous and by no means cover the areas in great detail. This is fine as this is not – and should not be used as – a textbook. It is, however, pithy and easy to understand. The examples are particularly helpful in deftly elucidating some trickier points, such as the 14-year rule. The probate section is practical and prosaic.
What a Lasting Power of Attorney can do for you and your business
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