Putting Your Affairs in Order
We're with you every step of the way…
As you approach retirement age you may want to start thinking about getting your financial affairs in order and making them as tax efficient as possible.
We can advise you about everything from writing a tax efficient Will to setting up trusts for your Children.
We know there is alot to consider and you may not know where to start. With this in mind we have developed a Later Life Planning Consultation specifically for this purpose. In an hours private consultation you will be able to discuss your circumstances with an experienced solicitor who will then advise you on the best course of action to suit your needs.
We can even discuss funeral plans with you if required.
Following the consultation you will receive a comprehensive advice letter which will outline the recommended course of action for you. Please be reassured that there is no obligation to then undertake the work with Banner Jones.