Estate Planning

Estate Planning

If you want your assets to pass to your family during your lifetime as well as after your death then you will know that there are many reasons why this may not actually happen.

As one of the very few Chartered Financial Planning firms we specialise in protecting our clients assets to ensure they pass to the right people at the right time.

The careful use of beneficiary protection trusts can help to protect family assets against inheritance tax claims , long term care claims as well as divorce or relationship break ups.

At our will review seminars, we clearly explain the many different strategies that can be used to make sure assets pass intact to the correct beneficiaries and not to the government or to the divorcing in-laws.

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