Protecting your estate as a single person

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This guide covers:

  • ensuring your estate is directed according to your wishes with a legally valid will

  • the role of trusts in safeguarding and managing assets

  • strategies to mitigate Inheritance Tax (IHT) exposure

  • protecting your estate from intended claims

  • ensuring efficient and controlled wealth distribution. 

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.