Wealth Transfer

Corp-Plan are wealth transfer experts

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Are you looking for professional Wealth Transfer services?

You will need a succession plan to ensure the transfer of your assets to your intended beneficiaries in a manner that both Protects Inheritances and is Tax Efficient. A typical will, even if professionally prepared, is unlikely to achieve these objectives, particularly if you have a complex financial situation. We work with Estate Planning Solicitors to ensure your succession plan is designed to transfer your wealth in a financially secure way.

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