Do you have an Estate Plan..?

We all have one thing in common - we can’t take our assets with us when we die.

If you want to ensure that your wealth is preserved for future generations and passed on efficiently, an estate plan is crucial.

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you, your family and your intended beneficiaries.

One of the most important components of an estate plan is a Will. You should then consider making a Lasting Power of Attorney and look at Inheritance Tax planning.

To discuss your situation, or for more information call us 01530 277841.






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Principle Financial Services is an appointed representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority (FCA).
New Leaf Distribution FCA Number: 460421 - Principle Financial Services FCA Number: 786445

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