Family Tax Planning

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Make sure you Wealth and Assets go to the right people.

Estate Planning

Process ensuring that your assets are passed to the correct people

Inheritance Tax (IHT) planning

Reduce/mitigate the inheritance tax paid on death

Trust Planning

Trusts can assist to make sure your carefully arranged financial plans go the way you intended them to.

Wills

This is essential, in that if you die intestate (without a valid Will) your assets may not pass to the right individuals. A Will, is you legally stating who you would like your wealth/assets to pass on to.

Power of Attorney

Sets out someone’s wishes for what should happen when they die by giving somebody the power to act on your behalf if you lose mental capacity.

Funeral Plans

Funeral cost and highlighting your wishes.