Proper inheritance planning is so important. It's not only about making sure your estate is dealt with as you would wish. It's also about protection from very real financial risks and about considering the potential implications of Inheritance Tax. You don’t have to be hugely wealthy to be exposed.

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It's all too easy for whatever wealth you may have accumulated to end up being lost or considerably reduced in several different ways. Whatever you’re worth financially you shouldn’t risk your family ending up giving any of their potential inheritance away unnecessarily and unexpectedly. To the tax man or anyone else.

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Declining or damaged health can also mean losing control to court decisions unless powers of attorney are in place. It won’t happen to you? Look what happened with Covid for example.

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We are all about helping our clients make sure they have the best provisions and protection in place. Also, that you have a good understanding of your situation, including both your personal affairs and any business interests.

 

Our associates have the expertise and experience across all the professional disciplines needed to put in place the right provisions for you.

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Get in touch today for a friendly conversation to learn about having a fee-free inheritance health-check.