Inheritance made simple
Independent Financial Advisers
9 The Old Coach House, Clement Mews, 5 RL Stevenson Ave, Bournemouth, Dorset, BH4 8AU (Show me directions) Show Map
Profile
Financial Advisor & Estate Planning
Inheritance Made Simple provides clear and easy to understand Estate Planning when it comes to either simple or complex expressions of wishes. We are always pleased to explain to clients how to minimise inheritance tax and the many differences and benefits between holding assets in Trusts or Limited Liability Partnerships that are a lot simpler to manage and control. We provide all aspects of estate planning, from Wills, trusts, lasting powers of attorney and offer a full holistic advisory service.
If needed we can move quickly into position in emergency situations. And clients can benefit from, home visits or can come and have a coffee in Westbourne at our offices.