Estate Planning

Estate Planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate following their passing, making sure wishes are followed, and minimising the amount of taxes due on the estate after death. Putting savings, investments, life policies or assets into a trust can play an important part in estate planning. .

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01872 240368

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Duchy Independent Financial Advisers

Chy Jenner,
Newham Quay,
Truro.
TR1 2DP