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Later Life Financial Planning

Average life expectancy is of course increasing year on year, and we now have to consider various (and often difficult) issues in respect of our personal and financial circumstances as we move into 'later life'.

Areas of importance include:-

  • Prepaid Funeral Plans
  • Estate Planning
  • Wealth Preservation
  • Inheritance Tax
  • Gifting of Assets
  • Trusts and Wills
  • Power of Attorney

 

Some of these areas require specialist advice, where we introduce clients to other professionals that we work with.   

 

 

 

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