There are a number of ways to distribute a person’s financial and physical assets in the event of their death, and as a result some strategies will be more appropriate for a specific individual than others. DJC Wealth Management can provide a range of services designed to manage an asset base effectively, with a clear focus on protecting those who are left behind and working to minimise the tax implications. Tailored estate planning is a hugely important issue, and it’s never too early to start working towards an effective pathway towards the peace of mind you need. To find out more, have a chat with our team today on 07449 632 927.
*The Financial Conduct Authority do not regulate estate planning, wills and trusts.
*Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.
