The purpose of estate financial planning is to ensure that the wealth created during your lifetime continues to benefit future generations of your family. Using sophisticated financial planning we can help ensure that you mitigate potential tax liabilities, whilst ensuring you retain sufficient capital to enjoy your retirement.
If your future health is a concern, our professionals can advise on ways to prevent the cost of Long Term Care denuding your estate and to help ensure you receive the level of later life care that you would wish.
When combined with the Private Client service offered by Prydis Legal based in Exeter and London, we can provide integrated advice, ensuring your Will is written with tax efficiency in mind and that the appropriate powers of attorney are in place for your financial and personal well-being.
The Financial Conduct Authority do not regulate tax planning, nor do they regulate the activities of Prydis Legal Limited, who are regulated by the Solicitors Regulation Authority. Call our Exeter office on 01392 432431 or our London office on 0203 8239059 for more information about our financial estate planning services.