Employee Benefit Programmes
Show your people you care about their futures
The job market is becoming ever more competitive. To attract - and keep - top talent, successful companies are now expanding their employee benefit packages. Estate planning is fast emerging as a must-have benefit. It's a win-win for you and your employees.
Reward your staff for their hard work and loyalty. Help them protect their families and their futures. Differentiate your business and become an employer of choice. At no cost to your company.
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Inheritance Tax Planning
Keep your family's inheritance in their hands, not the taxman's
When we're gone, we want to leave our loved ones with some kind of nest egg. Sadly, many people unwittingly saddle their families with a tax bill stretching to many thousands of pounds.
With rising house prices, more and more families are being stung by the inheritance tax threshold. Our skilled inheritance tax planners give you practical advice to shrink, or even wipe out, your estate's inheritance tax liability.
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Probate Support
Take a weight off your mind
Losing a loved one or close friend is always hard. The last thing you probably want to think about is sorting out their affairs. Whether you're the executor of their will or the person responsible for administering their estate, it can be difficult to know where to start.
Our sensitive Estate Managers are on hand to offer clear guidance and practical advice. To ease the burden of what can be a stressful and time-consuming task.
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Funeral Plans
Help your family by arranging everything in advance
Planning and paying for your own funeral enables you to take care of your loved ones when they're grieving. To be there for them even when you're gone.
Choose how you want to be remembered. Make all the necessary arrangements. Protect your family against rising funeral costs and make it easier for them to get through an already difficult time.
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Financial Planning
Get your finances in shape and keep them in good health
Managing your finances is a bit like training in the gym. You can get so far by yourself, but a personal trainer helps you set specific goals. They devise a personalised training programme. Review your progress and keep you on track.
Whatever your goals, our financial advisers and trusted partners can help you put in place sophisticated strategies to reduce risk and grow your wealth.
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Take the first step to securing your family's future
Contact us today to book your free hour of advice and find out how we can help you.
We'll listen to your wishes, explore your circumstances, and give you our recommendations. There are no obligations. We'll let you know our fixed fees for carrying out the work we recommend. But you are free to accept or decline.
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