Estate Planning
After you spend a lifetime saving your money, paying off your mortgage and creating wealth- a large proportion of it may be lost due to Inheritance Tax (IHT). This is wholly avoidable with some careful planning, both initially and on an ongoing basis. Let us help you find simple solutions to protect your money and ensure your legacy continues.
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IHT Analysis and Scoping
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IHT Friendly Investing
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Legacy Planning
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Whole Of Life Protection Policies
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Trusts
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Equity Release