There was a time when looking after your estate was only for the wealthy.  Most of us are aware of the need to make plans to ensure our futures are protected, but very few of us are actually doing anything about it.

Today, anybody can find themselves struggling to understand the complexities of estate protection and Inheritance Tax processes, and it’s not solely about Inheritance Tax either.

More than ever it’s vital to consider the whole picture. How does Capital Gains Tax affect you? What would happen in the event of illness? Are you prepared should you suffer a loss of income?

We can help you to assess your individual situation and requirements, before devising a plan to ensure you have the peace of mind you need.

The levels and bases of taxation and reliefs from taxation can change at any time.  Tax relief is dependent on individual circumstances.

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