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People often take a long time coming to terms with the need for writing a will and once done consider it something to be put in a box and forgotten about. Whilst it’s good to write one, it’s bad not to review it regularly. Inheritance tax planning is an increasingly large part of our service.
We offer a full range of services from simple tax calculations or estimates, right through to helping you draft your will in conjunction with one of the many professional service providers we recommend and collaborate with. Our year end meetings offer you the opportunity to have us review your will and advise on the likely tax consequences of it in its current state.
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