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Estate Planning

Protecting your estate and ensuring that your assets pass on to those you wish to inherit quickly and with the minimum of tax is the foundation of estate planning.


Ensuring that your estate, usually your home, savings and investments, is protected and not vulnerable to attack from HMRC and other creditors like the local authority is a main concern for many people especially elderly.

There are legitimate strategies available using wills and trusts to protect your assets yet allowing you to control how they are distributed after your death.