Estate planning In the, or Protect as we call it, is all about protecting your financial planning, so you know your assets and family are protected when you’re no longer here. It could include things like:
Lasting Power of Attorney
Care fees planning
Inheritance tax planning
You tell us all the ways you’d like to protect your assets and we’ll structure your Will, so your final wishes have the legal status to be carried out in the way you want.
Essentially, the Protect team are there to make sure what you leave behind goes to the people you want and not someone else you haven’t considered.
Financial Services, financial planning, Estate Planning, Financial consultant