| Wealth Creation & Protection | Legacy Creation (Trust Funds) | Critical Illness Benefit |
| Wills* & Inheritance Tax Mitigation | Income Protection | |
| Life Assurance/Family Protection | Private Medical Care |
Creative use of trusts and will writing to mitigate against Inheritance Tax. As well as provision of legacies and trust funds allowing the release of capital to enhance income in retirement without reducing/damaging your children’s inheritance. Income and capital made available in times of adversity. In short, preservation of quality of life.
* This service is by introduction to Just Wills plc
Wills and Private Medical Care are not regulated by the Financial Services Authority.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.