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7 Simple Steps Towards Financial Peace of Mind

We simplify financial planning. Our expertise ensures that people throughout the UK enjoy the peace of mind, now, of knowing that their family, finances, property, belongings and wishes will be protected after they die.

We do this by providing simple explanations of laws, legal processes, financial products and legal services relating to what happens to people's estates (everything they own: property; investments; pension schemes and personal possessions) when they die.

In this Guide, we share 7 Simple Steps to Protect your Family, Belongings and Wishes; steps that families with financial advisors already know.

In this Guide, we share 7 Simple Steps to Protect your Family, Belongings and Wishes; steps that families with financial advisors already know.

Step 1: Know the risks
Step 2: Make a Will
Step 3: Set up a Lasting Power of Attorney
Step 4: Ring-fence your assets in a Trust
Step 5: Plan your funeral
Step 6: Avoid unnecessarily high probate fees
Step 7: Plan for Inheritance Tax early

Follow these steps and you too can enjoy peace of mind ...

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