Proper Estate Planning

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Proper Estate Planning minimises estate duty tax and capital gains tax, and will ensure that on death sufficient liquidity is in the estate in order to pay liabilities and to ensure that the assets are bequeathed to your beneficiaries as intended.

At Phoenix, we understand that our clients’ needs are diverse and therefore the Estate Planning needs of our clients are tailor made to the individual’s financial and family needs.

We do recommend that our clients’ estate plans are reviewed every few years, in order to accommodate any changes in their financial circumstances and in order to take into account any changes in legislation.

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