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“We work with you to help secure a financially balanced life style”
Estate Planning
Many people mistakenly believe that ‘estate planning’ is just for the ‘super-wealthy’ in society – this is simply not true nowadays. With house values and investments and savings, inheritances and life assurance and other assets all calculated together, a great many people could be over the threshold for inheritance tax without being aware of the fact. However, estate planning is not just about minimising any taxes payable on death but also involves the successful transfer of assets and wealth, so that your Family enjoys the provisions you have put in place. We and other financial services colleagues with whom we work, can often collaborate to ensure the best outcome in your case.
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Keri Harvey trading as Dragon Financial Services, is an appointed representative of the On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority. Estate Planning and Tax Planning are not regulated by the Financial Conduct Authority