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Wills & Estate

Thinking about later life and what happens afterwards can make people feel uncomfortable. But as experienced family advisers, we know that there is often a special peace-of-mind that can be brought about by putting the right wills and estate planning measures in place to protect those you love after your passing.

Holistic Guidance & Practical Plans

Death is a part of life, and we wouldn’t be giving accessible “Advice for Life” if we didn’t look after your interests throughout every season of your journey. We like to give holistic advice where possible, that looks at every aspect of your finances to ensure all plans are working together in harmony, even after you’ve gone.

Pensions

Many pensions come with death benefits – standing orders that say what happens to your pension pot if you should pass before it is all spent up. We can help you draw up plans for that situation, ensuring those you want to benefit are first in line. It’s easy to push these things to the back of our minds, but having plans in place can actually give valuable comfort to you and your loved ones.

Advice for Life

Many pensions come with death benefits – standing orders that say what happens to your pension pot if you should pass before it is all spent up. We can help you draw up plans for that situation, ensuring those you want to benefit are first in line. It’s easy to push these things to the back of our minds, but having plans in place can actually give valuable comfort to you and your loved ones.

NOTE: *Note: Wills and estate planning is not regulated by the Financial Conduct Authority

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