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Estate Planning

It is important to plan for the future management of your assets if you become unable to manage them for yourself. This should form a part of your retirement planning and involves making some serious and sometimes difficult decisions. You need to consider making or updating your will, granting a power of attorney, setting up trusts etc. As a part of this process, we will provide you with our comprehensive Estate Planning Guide enabling you to record all of your important personal information, financial and legal contacts, and investments.

Please submit your details and we will contact you to confirm the appointment.

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