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Wealth protection

In Brief: Wealth protection

Tuesday, 11 June 2019

Planning your Will can seem like a difficult and personal part of your future finances. Your estate, in other words everything you own such as your car, home, savings accounts, investments, life insurance, furniture, and personal possessions can be a part of your legacy. Your Will can contain your wishes though taxes, legal fees and other costs will be a part of enacting a Will. Collecting your key documents together can help to build a clear picture of your current circumstances. Planning for your Will can help you to understand effect of required taxes, and other estate facts – seeking professional financial advice could help you to plan your Will.

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Please be aware these articles are for general information purposes only and correct at time of printing. We will not accept responsibility for any errors made or actions taken by any readers that have acted on the information contained. Answers given are for guidance only and specific advice should be taken before acting on any of the suggestions made. All information is based on our understanding of current tax practices, which are subject to change. Always remember when investing, past performance is not necessarily a guide to future performance and the value of some investment units can fall as well as rise.