Estate planning
While death and taxes may be certain, this does not mean that they cannot be planned for in advance.
Careful thought, consideration and planning help maximise your enjoyment of your wealth during your lifetime, prevent unnecessary disputes and burdens following your death, and ensure that a liability to tax does not arise unnecessarily.
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Minimise Tax:
Effective wealth transfer strategies. - Gifting and Trusts
Our services
Pensions
We will work with you closely, with the sole aim of helping you keep more of your money.
Estate planning
Prevent disputes and burdens, ensuring that liability to tax does not arise unnecessarily.
Business protection
Business protection to help you stay resilient even in the face of unforeseen challenges.
We have been using Paul at Character Financial Services for many years to look after our pensions and investments. He is extremely knowledgeable and nothing is too much trouble. He is always very generous with his time and advice and we always appreciate the personal touch we get from him.