1. To consolidate in one document, all the relevant facts your clients need to understand some of the more complicated aspects of financial planning (the IHT guide being a prime example)

2. To explain the basis on which your advice is provided - a fundamental and important aspect of your service which is often overlooked or merely 'touched on'.

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(or why financial advice can never be free...) A concise, head-to-toe explanation of what it takes to be a personal financial adviser. Use some or all of this content to help convey how much personal commitment, time and effort is required in order for you to advise your clients appropriately and correctly..

Most of the stuff your clients really want to know about IHT planning isn’t easily found — at least not all in one place. This guide gathers the loose ends together and explains the subject of IHT and IHT planning in the briefest and simplest of terms

Why advisers exist and what they do
What is and isn't personal financial advice
Authorisation
Independent, multi-tied and tied
DA or AR?
Remuneration
Qualifications