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Family Matters |
It certainly does! More than ever it is
becoming almost impossible for families to plan their
finances without taking account of the whole extended
family. Child Trust Funds, Inheritance Tax, estate planning,
Stakeholder pensions for children, school fees planning,
Baby Bonds, long term care, trusts and Wills are just
some of the areas that families often need to address.
Doing so includes the consideration of different generations
within the same family.
We encourage discussion with as many people within
the family as is appropriate. We often Chair meetings
where older family members and beneficiaries are meeting
to arrange their estate. Falling out over money is not
a good idea; proactive and measured planning that takes
into account every potential scenario is a very good
idea.
Contact us
if need more information
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