The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.
V649 Zurich
Date: Sept 2017
Length: 35 mins
Zurich Trusts Webinar about understanding wills and trusts and how they function.
V280 Sim TF
Date: April 2017
Length: 52 mins
Simulation with Tom francis on Familt Gift trusts with Annual Allowance (FGT/AA)
V719 Sim CMc
Date: Oct 2017
Length: 40 mins
FGT on wrap simulation number three with Catriona Mccarron
V1469 PCG21 IHT on Wrap AA Sim 1 MF
Date:April 2017
Length: 24 mins FGT
PCG21 IHT on Wrap FGT AA Simulation number one with matt Fagan. High earner in his 30s with wife and child who fully pays into his pension and will have IHT liability inthe future.
V1471 FGT on Wrap AA simulation with GA
IHT on Wrap FGT AA with Greg Armstrong