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We will work with you to undertake a full financial review of your protection needs and requirements, taking into account your circumstances and objectives.
We will use the information your provide to create your personal need analysis and recommendations
Life Assurance can also lead to Inheritance Tax and other problems so the effective use of Trusts is a crucial part of any Financial Planning. We will discuss with you the effective use of Trusts for your own situation.
Inheritance Tax planning is not regulated by the Financial Conduct Authority.
She listens to what we want and reacts accordingly. She is very easy to talk to and is patient, making sure that we understand the technical details of decisions that we are making.