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If you have accumulated wealth over your lifetime, it is quite reasonable to wish to either benefit from that wealth or preserve as much of it as possible to pass it on tax-efficiently to future generations.

We have specialist financial planners with the experience and required qualifications to assist you in developing wealth preservation strategies, to pass on your money in the most tax efficient method possible to children, grandchildren and others who you may wish to benefit either before or after your death, without compromising your financial security during your lifetime.

There are many tax efficient wealth preservation approaches which can be used, and our advisers, working with other complementary professionals, employ their expertise to determine which one or combination of strategies will provide you with best outcomes to meet your needs.

If you would like to find out how we can help you preserve your wealth for future generations, please contact us.

The Financial Conduct Authority does not regulate taxation advice.

Registered in England and Wales No 3355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley, Lancashire PR7 1NY.

Perspective (Northants & Cambs) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Northants & Cambs) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123

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