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Is this you?
Passing on wealth
Is this you?
Protect your estate
Having an answer for the “what ifs” is a vital part of any financial plan. Exploring different scenarios and ensuring your finances are protected in each case will provide you with long-term peace of mind.
By taking a comprehensive approach to your estate planning needs, our advisers will ensure that your own long-term financial wellbeing is not jeopardised if you choose to gift an inheritance to family members during your lifetime.
Our services
Where we come in
Financial protection
Financial protection
While life is not always predictable, it is possible to gain the comfort and peace of mind that your loved ones will be provided for should you be unable to work or if you lose your life.
Estate planning
Estate planning
Estate planning encompasses more than just making a will. We will help you ensure your wishes are known and that your wealth is passed on to those you choose with arrangements that could include wills, gifting, trusts and tax planning.
Inheritance Tax planning
Inheritance Tax planning
Inheritance Tax (IHT) might be known as the “voluntary tax” but the laws surrounding IHT are complex. Specialist advice is therefore indispensable. We will ensure you understand the opportunities available to you and help you preserve and transfer your wealth in the most tax-efficient way possible.
