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Trusts and Wills

Essentially both Trusts and Wills not only protect your estate but also serve to ensure that whatever you set aside is made available to the beneficiaries thereby avoiding the need for probate. They can also serve as an effective tool to limit the impact of inheritance tax.

At Friends Financial Advisers not only do we help you to make the right decisions and the right choices but we do so in plain uncomplicated English.

A trust is a legal arrangement where one or more ‘trustees’ are made legally responsible for holding your assets. The assets – such as land, money, buildings, shares or life insurance policies etc. – are placed in trust for the benefit of one or more ‘beneficiaries’… [read more]

A will is a legal declaration of how you wish to dispose of your property on your death. In order for it to be valid it must comply with certain requirements… [read more]

 

Will Writing and Trusts are not regulated by the Financial Conduct Authority.

 

 

 

 

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