Law firm warns of complexity and risk for families and executors

Speaking on a PA360 IHT-focused panel session

Deal is subject to FCA approval

Investigation into CMCs and law firms

Part of long-term growth strategy

Completion expected later this year

‘Firms must balance opportunity with discipline’

‘The era of buying advice firms simply for scale is well and truly over’

Keith Richards spoke at PA360 on 23 April

Speaking at PA360 conference in London