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Protection

Wealth and personal protection is an essential in order to secure the future for both you and your family, if an unexpected life event happens.

Protection

Wealth and personal protection is an essential in order to secure the future for both you and your family, if an unexpected life event happens.

The security and opportunity your wealth brings can be protected for generations, but there are many things to consider. Inheritance Tax, premature death, illness and loss of income to name but a few all need to be considered in an effective wealth protection planning strategy.

The subject of wealth protection can be an emotional and complex matter. By making use of lifetime planning opportunities and tailor-making Wills and trusts to your particular circumstances, you can ensure that your valuable assets are retained for future generations in the most financially prudent and effective way.

At Integrity, we believe the preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. While assets can grow over a lifetime, so can the need to consider a variety of products and services to protect wealth for the future. A forward-looking and integrated wealth protection strategy will help ensure a lasting legacy for you and your loved ones.

With numerous options available when structuring and preserving your assets, with our advice you can be confident of making the right decisions based on your financial and family situation to best meet your personal objectives.

Integrity will discuss all your requirements and needs – advice that may prove invaluable when protecting the important things in your life.

We can help you deal with the ‘what ifs’ in life such as illness, injury or even death. By thinking about these things now, you can plan ahead and gain peace of mind that you and your family will be looked after financially.

Trusts are not regulated by the FCA

Investment

Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.

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Pensions

Pensions

The Pension market is ever changing and in recent years has seen the introduction of the pensions freedom legislation.

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Protection

Protection

Wealth and personal protection is an essential in order to secure the future for both you and your family.

Read More

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