This guide covers:
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passing on pensions tax-efficiently to children and grandchildren
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understanding the benefits of Asset Preservation Trusts (APTs)
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mitigating for Inheritance Tax and sideways disinheritance risks
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protecting pensions from divorce, debt, or irresponsible spending
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learning how to set up an APT with minimal fuss.
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.