Services - Estate planning
Estate Planning is the process of arranging one's personal and financial
affairs.
This means organizing your affairs so that
- your heirs can inherit the assets that you have created during your
lifetime without excessive taxation; and
- with the minimum of government interference in deciding who those
heirs should be.
 It encompasses:
- writing an appropriate will
- possibly setting up a suitable trust
- making lifetime gifts
- using all available tax allowances
- using life assurance
If you would like a personal consultation to discuss estate planning then
please contact us.
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