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Lifetime Wealth Planning Guide

Personal financial planning has been identified as a key growth area for chartered accountants by ICAEW Tomorrow’s Practice project.

The Lifetime Wealth Planning Guide has been published to help identify opportunities for ICAEW Chartered Accountants and others to develop personal financial planning businesses. The guide also shows how the ICAEW Designated Professional (DPB) Licence can help professionals use a collaborative approach in this increasingly important and complex area.