While you may not feel that you have ‘an estate’ to leave behind, the words are just a formal way of describing the assets an individual leaves behind. Estate planning aims to minimise the amount of taxes due on your estate after you die and putting your savings, investments, life policies or assets into a trust can form part of this plan. I have considerable experience in this field and can propose practical measures to ensure your wishes are carried out.
The Financial Conduct Authority (FCA) does not regulate will writing, tax planning and trusts.
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