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 Inheritance Planning

Are you concerned what will happen to your estate on your death?

What Inheritance tax, if any, would be payable? (previously known as “Death Tax”)

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Are you concerned what would happen if you required long term care.
How would you pay nursing home fees?

We can provide you with the appropriate advice and guidance, to help safeguard your estate for your family, and ensure your wishes are taken care of.
For a FREE initial discussion or to answer any questions,
please contact us by email at:

info@jamesandassociates.co.uk

or by phone on:

01643 706888

James & Associates Financial Services Ltd is authorised and
regulated by the Financial Services Authority. James & Associates Financial Services Ltd is
entered on the FSA register under reference 408280.