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INHERITANCE TAX PLANNING We work on YOUR BEHALF!
“Are you concerned about what will happen to your estate on your death?“ You might also like to consider:
Clients have found it beneficial to clarify the implications to their beneficiaries on their death, and to ensure that provision is made to safeguard their estate and ensure their wishes are taken care of after their death. There are a range of products related to inheritance tax planning which we can discuss to ensure your wishes are taken care of and safeguard your estate for your family. |
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J Richfield Ltd trading as Sovereign Financial Services 70 The Broadway Chesham Bucks HP5 1EG Tel: 01494 792737 EMAIL:
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| Sovereign Financial Services is a trading name of J Richfield Ltd. Authorised and regulated by the Financial Services Authority and is entered on the FSA register
(www.fsa.gov.uk) under reference 532993. Regulated in England No 7325082. Registered Office: The Corner House, 2 High Street, Aylesford, Kent ME20 7BG
The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The unbiased, whole of market advice we give can be paid by fee, commission or a combination of both. The precise amount of the fee will depend upon your circumstances and will be agreed upon by you and your advisor. Your home may be repossessed if you do not keep up repayments on your mortgage. The FSA do not regulate some forms of Mortgage or Inheritance Tax Planning. For advice on any of the above, Contact Us now. |
If you were to contact us for advice on inheritance tax planning, the first question we would ask you is:
