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Estate Planning
Many people believe that estate planning starts around the same age as retirement, but estate planning should be considered through every aspect of financial planning, even in early adulthood.
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Estate planning is not only ensuring your assets pass to your family and loved ones as tax efficiently as possible, but estate planning is also making sure that your assets go exactly where you want them too when you die.
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You may wish to speak to someone about making/updating your will, making sure your investments for future generations are as tax efficient as possible, or be concerned about how care costs could erode your life savings in later life. If so, please contact us.
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