All the best financial planning in the world can fall apart without an appropriate Estate Planning and Asset Protection strategy in place. Addressing this ensures your affairs are handled swiftly, appropriately, and tax efficiently.
We will discuss with you and consider the appropriate actions required to protect your Estate from the five most common threats.
- Inheritance Tax
- Re-marriage after first death
- Creditors / Bankruptcy
- Long Term Care Costs
So whether you need a simple Will, advice on protecting your home from Care Costs, or have more complex issues, including mitigating Inheritance Tax, we can provide you with the perfect solution at Finance North Estate Planning Services.
Contact Jon O’Brien at Finance North Estate Planning Services:
Finance North Estate Planning Services
T. 01782 963303
M. 07714 951729
E. [email protected]