Estate Planning

Most of our clients are keen to ensure their dependants are protected.

Most of our clients are keen to ensure their dependants are protected and even once their family are financially secure in their own right and no longer directly dependant on them, they would like to leave an inheritance, or legacy, for their loved ones.

Our Protection and Wealth Teams can jointly advise on the best way to structure this, using a combination of tax and trust planning and, where required, whole-of-life insurance policies.

Contact us to find out more - info@capricornfinancial.co.uk or call +44 203 1110900