Our team includes experienced and knowledgeable Trust & Estate Practitioners who specialise in this field. Both are full Members of the Society of Trust & Estate Practitioners. We will take the time to understand your situation, your objectives, and any legal advice you have been given. We will then design a strategy to achieve your estate planning and tax mitigation objectives, whilst prioritising your own financial security and working with your legal advisers as appropriate.
If you do not already have a legal adviser, we will explain exactly what legal advice is also required and we will introduce you to a suitably qualified and experienced practitioner if you would like us to do that.
Our Estate Planning & Inheritance Tax Mitigation Experts
Centurion are a General Practice firm of Chartered Financial Planners providing top quality, technically competent financial and investment advice.
Here is the team of experts who specialise in this service. You can view our entire team using the button below.
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