Guide to Estate Preservation

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Guide to Estate Preservation Passing on your wealth in the most tax-efficient way. Welcome to our Guide to Estate Preservation. Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal consequence. Read more here : Estate Preservation

Lifestyle Planning

Jordan Atkinson family, future, Investment, Lifestyle, long term care, Pension, security, Stock Markets Leave a Comment

Helping you create the life you want. In our guide, we’ll help you identify where you are today and where you want to be, and what process to follow to create a plan that helps you achieve what matters most in your life. To find out more or to discuss how a comprehensive financial plan can support your lifestyle goals, …

Long-Term Care

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Supporting self-care activities and independent living in later life. Rising life expectancy brings with it the challenge of how we fund our future care costs. The question is: who is responsible for looking after us if we need care in old age? Read more here: Guide to Long-Term Care

Creating Wealth for Children

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Nurturing the future – investments to provide a flying start in life. Whether you’re a relative, parent, grandparent or a friend, investing for a child’s future is one of the most important things you can do. For any investor, time is a powerful ally – so where you are investing on behalf of children, you start with a great advantage. …

How risky are the family finances?

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Do you know how your family would pay the bills if you were unable to work for any length of time? All of us are exposed to a certain amount of financial risk. For instance, how would you and your family pay the bills if you were unable to work for any length of time, or worse still, if you …