Every client holds their own view on estate planning, whether that is to leave a legacy for future generations, to reduce the burden of inheritance tax or maybe to benefit charitable interests.
Whatever view is taken, timely planning will ensure that one’s wishes, and objectives have a better chance of being achieved.
A well drafted Will is usually the first step with additional planning opportunities such as a gifting strategy, trusts, inheritance tax efficient investments and insurance following on from there.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
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