Karen is a highly experienced estate and inheritance adviser based in Bridgwater, Somerset. In order to protect your estate from unnecessary tax charges it is never too early to make estate and inheritance plans with an Independent Financial Adviser.
Planning ahead allows you to set out clearly who should get what from your estate. The options are wide-ranging and can be a complicated to understand and implement. To ensure that the best possible outcome is achieved, Karen will work closely with other third parties involved.
If you would like a free initial consultation to talk with Karen about your estate to ensure that your wealth goes to those who matter the most to you, please call on 01278 550655 or 07742 166896.
I was particularly pleased with the customer engagement, speed of response to queries, emails etc and the willingness to find the right answer rather than just guess if in any doubt.
Chris - Taunton
The Financial Conduct Authority does not regulate tax advice.
Call Karen on