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Ian Blessed & Co Independent Financial Consultants

Estate Planning

"Death is the most convenient time to tax rich people."
-
David Lloyd George - Prime Minister (1916 - 1922)

Preserve Your Legacy with Ian Blessed & Co

Estate planning is not just about wealth transfer; it's about ensuring your legacy lives on as you wish while minimising potential tax burdens. At Ian Blessed & Co, our estate planning services are designed to provide peace of mind and protect your assets for future generations.

Our process begins with a thorough assessment of your situation, including assets and liabilities, any existing plans and your objectives for your estate. We work closely with you to develop a customised plan that may include wills, trusts, powers of attorney, and other legal instruments.

Our advisers have vast experience in Inheritance Tax planning and mitigation, ensuring that more of your estate passes to your beneficiaries.

Couple Sitting with Financial Advisor

Ongoing Estate Planning Support

Ian Blessed & Co's commitment to estate planning extends beyond the initial setup. We can provide ongoing support to help you adapt your plan as your life circumstances change.

 

With our guidance, you can have confidence that your estate will be well-managed and passed on smoothly to your loved ones, preserving your legacy for generations to come.

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