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Estate Planning

Want to make sure your estate is in order?

 

Estate Planning forms an important part of a persons financial wellbeing and helps to ensure that assets, in the event of death, are passed on to preferred beneficiaries, or that your affairs can be managed by someone that you trust, in the event you are unable to manage them yourself.

At Agri Plus Financial Group we work alongside your Solicitor, or can recommend a Solicitor to work together with, to ensure that your estate planning affairs are in order, whilst also ensuring that assets are transferred, where appropriate, in a tax effective manner.

To discuss your estate planning needs, please contact our office.