FINANCIAL SERVICES

Often when we sit down to write a Will it’s the first time many people have actually looked at their finances in many years. In addition to looking at ways of mitigating potential Inheritance Tax liabilities it’s also a great opportunity to give your financial affairs a complete MOT.

We partner with an established Financial Services company who offer a friendly and comprehensive range of services. This is purely an optional service. 

Services include:

• Pension advice
• Inheritance tax mitigation
• Life insurance
• Retirement planning
• Trusts

If you would like some financial planning advice please do not hesitate to call us on 01322 664885.