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Legacy creation/Will

legacy creation/Will

To ensure your estate is passed on to those you love and that the taxman is not the main beneficiary of your wealth then effective planning and completing a Will is essential. Our Financial Consultants offer an extensive Will Writing service ensuring your assets pass to your beneficiaries as you desired. Having worked hard all your life to accumulate your wealth please do not leave this area to chance. Heavy tax charges can be levied on your assets and making sure you have explored all options, utilized all your allowances and thereby ensuring that you can leave the bulk of your legacy to your loved ones is paramount.

  • Discounted Gift Trusts
  • Trusts
  • Available Allowances
  • Gifting
  • Will Writing
  • Establishing Your Children’s Guardian
  • Power of Attorney
  • Whole of Life Protection
  • Enterprise Investment Schemes.