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Estate Planning

Estate Planning


Not only does the Government tax throughout your working life, it also taxes people on death! Inheritance tax is not necessarily only paid by the richest, and more people could potentially be subject to Inheritance Tax on their death. An adviser aims to advise you as to ways you could potentially minimize your tax burden, which may be able to be done via:

  • Making provisions in your will
  • Making gifts during your lifetime
  • Making use of trusts
  • Taking out appropriate life insurance plans

Please note: Not all forms of tax advice are regulated by the FCA.

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