Family Building Society links with advice firms on later life planning

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Recently launched Family Building Society has linked with Chase de Vere and Key Retirement Solutions for later life planning referrals.

It said its later life planning products covers things such as funding care, inheritance tax planning, equity release, probate administration and managed property sales.

Family Building Society chief executive Mark Bogard said: "We have chosen our partners carefully using a number of criteria including track record. But equally important is their impartiality of advice and, where required, membership of the appropriate regulatory body."

He added: "We are currently working on a number of projects to provide solutions to problems faced by families in the current climate which we will unveil later in the year."

The society has also linked with probate specialist Kings Court Trust and Bridgefast Property Services.

 

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