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Protecting Your Wealth

We understand how important it is to ensure that the wealth you have built over a lifetime is protected.

How can Pardoes help?

There are many ways in which Pardoes can assist and these include:

  • Succession planning via Trust arrangements, within your Will or lifetime planning
  • Advising/setting up Powers of Attorneys so that financial matters can be dealt with should you not be able to deal with them personally
  • Advice in relation to transferring or gifting your home or other assets, including the principal tax implications
  • Professional advice referrals – putting you in touch with reputable and reliable advisors to look at existing arrangements or planning for new ones.

What does it cost?

Whether we are dealing with straightforward or complex situations, we can provide you with a solution which best fits your circumstances and represents value for money.

For further information and guidance regarding you personal affairs please contact one of our team of specialists, who will discuss the likely costs involved to protect what is most dear to you. 

Contact our wealth protection team direct on 01823 446219 or freephone 0800 862 0442. Alternatively, complete our online enquiry form and we'll call you back as soon as possible.
 

Ask Us a Question

Call us free on 0800 862 0442 to speak to one of our friendly advisors, or complete the form below and we will email you back as soon as possible.

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