LOOKING TO PRESERVE YOUR WEALTH AND TRANSFER IT EFFECTIVELY?

The accumulation of your assets and wealth will have come from hard work and determination. So, protecting this is essential. Preserving your wealth and transferring it effectively is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation. It can also include protection from irresponsible

beneficiaries, or to provide for vulnerable or minor beneficiaries. To discuss your situation, please contact me on 07774 264356.