Family Wealth Planning
The art of successful wealth planning not only involves wealth building but also putting measures in place to preserve it and pass it to the next generation in the most tax efficient way.
At Rees Astley, we appreciate that you have worked hard all your life to achieve your wealth and we want to help you take comfort knowing that your family will be looked after financially in the event of your death.
Our wealth management services can help with that by considering the following areas;
- Estate Planning
- Inheritance Tax (IHT) Planning
- Power of Attorney
- Trust Planning
To find out how we can support you and help provide a solid wealth plan please contact us for more information.
Financial Services Office
- Address: Mostyn House, Market Street, Newtown, Powys, SY16 2PQ
- Phone: 01686 626616
- Email: firstname.lastname@example.org