We spend a lifetime building our wealth.
How you pass it on after your death can become of greatest importance.
It’s not just about passing on your wealth though. It should be about enjoying your life now and ensuring your wealth supports you and as much as is possible managing or reducing your Inheritance Tax bill.
Our independent financial planners will work with you to discover the most effective way to protect your assets for you to pass them on to those you love.
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Registered in England Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 04298592
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Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future return