You work hard so it goes without saying that you want to protect your assets and preserve your wealth for both you and your family to enjoy. Estate planning lets you do just that.
Estate planning can include:
Setting up a trust
Gifting to family members
Whole of life insurance
Equity release plans.
Our estate planning service gives you a 360-degree view of your portfolio. We’ll assess your current portfolio for cash flow and tax efficiency and look at how it can be improved. From putting money into an ISA to optimising your pension contribution, we can recommend ways to maximise your assets and get them working hard for you and your family’s future.
* For a FREE consultation with Paradigm Financial Partners LLP, please contact us on 01908 307423 or email@example.com
"With the arrival of our son, things were certainly put into perspective – in particular what I was lacking with respect to future planning to provide for my family. The initial consultation took place at my own convenience, at my home outside of normal working hours. Following that, every one of Paradigm’s recommendations were made in plain English, with all the relevant figures explained clearly and concisely. We received a stellar service throughout the whole process."
Mr Szreider, Northampton