This guide covers:
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how to protect your death in service payment for loved ones
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how trusts may help to minimise Inheritance Tax exposure
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risks to your benefit due to re-marriage, divorce or care costs
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how Asset Preservation Trusts work and how to set one up
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real-life examples showcasing how you could secure your financial legacy.
Alternatively, if you would like to discuss any of the above points with one of our experienced financial advisers, we’d be pleased to help.