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Estate Planning

Estate planning and the transfer of wealth has become an important issue for many families today.

Estate Planning

Estate planning and the transfer of wealth has become an important issue for many families today.

Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal consequences. Abacus Advice can help you to plan your wealth according to your needs – whether you require assistance with estate preservation planning or recommendations on structures and trusts designed to protect your assets and give your family lasting benefits in an uncertain world.

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Protecting Your Wealth

Everyone needs to make a Will.

The vast majority avoid making a Will for a variety of reasons, but the reality is that you can put off making a Will until it is too late. This poses all sorts of problems for the people left behind and could mean that some, or all of your inheritance, either goes to the wrong person or to the state.

Making a Will enables you to plan exactly what will happen to your estate following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any disputes between relatives.

Visit our Tax and Trusts sister business by clicking the button below

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