What will your legacy look like?
Welcome to our Guide to Estate Preservation. This is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation.
This subject doesn’t only affect the very wealthy. Inheritance Tax, in particular, is becoming more of an issue for many of us due to rising house prices and complex family situations. Making provision for your loved ones is an essential part of managing your estate and assets.
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You may want to keep an element of control when passing on your assets. You may want your money to be used for a particular reason, such as paying for school or university fees or for a first property deposit.
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If you would like to start a conversation about your estate planning, please contact us for a no obligation conversation – we look forward to hearing from you.
This document is for information only and should not be construed as advice or an offer, invitation or solicitation to enter into any financial obligation, activity or promotion of any kind. Please talk to your Financial Adviser as to the suitability of any investment.