My job is to give you the peace of mind that comes from knowing you have properly protected you family and loved ones.
However, my job is also about understanding your unique and individual circumstances and giving you the right advice to help you with some of the following:-
♦ Saving Inheritance Tax
♦ Helping you to manage the potential cost of Care Home Fees
♦ Making sure your family inherit as much as possible of your hard earned money when you die
♦ Protecting your estate from future remarriage of a surviving spouse
♦ Passing on your assets in such a way that they are protected from divorce or bankruptcy of your children
♦ Helping you make proper provision for a disabled relative or child and preserving their benefits
♦ Making sure your children are looked after if they are under 18 when you die
♦ Making sure your nominated guardians have adequate financial provision to carry out their parental duties
If you would like to learn more about how I can help with any of the above, give me a ring.
Contact me now on 01206 212951 or 07930 129948