We offer you the opportunity to have a full review of your personal estate. At your Estate Planning Review, we will take details of your assets and liabilities and your wishes for the succession to your estate. We will then give you a full report of your exposure to income and capital taxes and we will make recommendations on steps that you can take to reduce your potential liability and including a review of your residential and domicile status. If your estate is quite large or if your family situation is fairly complicated we recommend the review as the first step in establishing the most tax-efficient way to provide for your beneficiaries.
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