Estate Planning

ESTATE PLANNING NEWBURY

Estate Planning Newbury

Are you worried that your family might have to pay tax on your death?

 

Have you explored some of the options that might save tax but don’t know where to start?

 

Have you spoken to a few advisors and it still doesn’t make sense?

 

Dawn Slater Wealth Management Ltd are here to help. Estate Planning is something that we do with a large number of clients and have done for many years.

 

Firstly we need to understand your position so that we can give you the best possible advice. Secondly we want to work with you to plan your financial future; including what happens on your death and we will only give you the best service we can.

 

Finally we will put together a bespoke plan where we will explain everything in simple terms so that you understand it without all of the jargon.

 

Does this sound like the sort of service you are looking for?

 

Well all you need to do is get in touch today by phone on 01635 551926 to find out more.