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I help business owners, managers and senior executives in Hampshire take control of their financial future. Investing for tomorrow but living for today.

Inheritances can be life changing. An inherited lump sum can send children or grandchildren to great schools, or on great gap years. They can mean a mortgage paid off early, or a new business launched. So, not surprisingly, leaving a good legacy is high on most people’s financial wish lists. And the less Inheritance Tax (IHT) your family will pay, the more you’ll pass to them:? #TaxPlanning #GenerationalWealth

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