Would your wealth be left in the right hands should you no longer be around?
Estate planning is essential to ensure that your hard-earned wealth is left to your loved ones when the time comes.
It factors in Inheritance Tax (IHT) planning to ensure you are also paying the minimum tax necessary and taking advantage of IHT tax-breaks.
Ensuring you have an up-to-date will is also essential as this outlines your wishes in a formal and legally-binding way.
This process protects your wealth and give your family lasting benefits in an uncertain world.
Dental & Medical Financial Services offer:
- Advice around estate planning and facilitation of the plan
- Inheritance Tax planning to ensure tax savings
- Discussions around the importance of having an up-to-date will, along with guidance on how to ensure your will is accurate and current.