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Posted on: 12 Jan, 18

Welcome to our Guide to Estate Preservation. Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal consequences.

This guide is designed to give you a basic understanding of estate preservation and the issues many people face. We look at various ways individuals could potentially reduce or mitigate an Inheritance Tax liability in order to pass on their wealth in the most tax-efficient way.

Financial services have become more important, as we are expected to take greater responsibility for our own financial well-being. Nobody wants to contemplate their own death, but unless people plan ahead they risk leaving chaos and heartache for loved ones left behind – not to mention a potential Inheritance Tax bill.

We can help you to plan your wealth according to your needs – whether you require assistance with estate preservation planning or recommendations on structures and trusts designed to protect your assets and give your family lasting benefits in an uncertain world.

An integrated and coordinated approach to managing your wealth Our comprehensive wealth planning service complements our other services and expertise, allowing us to provide an integrated and coordinated approach to managing your wealth whilst maximising the opportunities available. To discuss your requirements or to arrange an appointment, please contact us – we look forward to hearing from you.

Download the PDF to see the full document.

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