Estate Planning involves making preparations for life’s challenges and major events; from making sure you have considered the tax implications on your wealth to preparing to pass your estate on in the event of your death.

Often, the topics covered within Estate Planning are things we would rather not think about, but planning for events such as your death can give you and your family great peace of mind and help to ensure that the wealth you have accumulated stays with the ones you care most about.

Our Estate Planning service forms part of our overall holistic approach to Financial Planning, helping you to live the life you choose, or it can be delivered through individual service elements, with clear costs, ensuring your estate is prepared in the event of your death or any other serious event.

The Financial Conduct Authority does not regulate tax advice, will writing and advice to employers in respect of their Auto-Enrolment obligations.

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