This guide covers:
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learning how to reduce Inheritance Tax (IHT) and pass on more of your wealth to loved ones
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understanding the risks of intestacy, remarriage, and care costs and how to protect against them
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discovering the benefits of a Beneficiary Protection Plan (BPP) to safeguard your estate across generations
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exploring real-life examples and case studies that show how estate planning can make a difference
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expert guidance on trusts, wills, and tax-efficient strategies tailored for married couples.
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.