Inheritance Tax Guidance

Inheritance tax (IHT) and other financial planning incorporates all those life time questions we may have asked ourselves about. Things like is there going to be inheritance tax to pay on my death? how will my family manage if I fall ill or die prematurely? Do I need a pension for later life? Do I need to make a Will, set up a trust fund or take out lasting power of attorneys (LPA) to protect myself and my family?

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Similarly you may have a business and want to be looking in more depth as to where it is heading, establishing what your goals in life are and helping you to make sensible decisions about money to achieve them or identifying the necessity to consider spending your money differently.

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Whatever your circumstances it is wise to start building that plan TODAY. You can do this yourself, or if your needs are more complex and you would like guidance creating a sound financial plan that meets your goals, click here to schedule a FREE consultation.