Estate planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning. At Bre-ton Financial Services, we can help you understand how a trust may benefit you.
Bre-Ton Independent Financial Advisor
Have you ever thought about what the role of an Independent Financial Adviser is all about?
Throughout your life you are likely to need many different financial products such as a Mortgage, Buy To Let, Self Build Mortgage, Life & Critical Illness cover, Income Protection Cover, Pension & Retirement Advice, Private Health Insurance, Investment Advice, Debt Management plus much more.
Many people get confused as to what products they actually need or indeed what products they qualify for. One of the most daunting tasks is then establishing where to find out the details of all the products on offer to them. When this information is eventually established you then must decide which product suits your needs the best.