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Securing Your Wealth

 

Find out...

  • How IHT could affect you.
  • How to take simple steps to reduce the amount of IHT paid on your estate.
  • How some of our clients reduced their IHT bill.

 

‘I don’t understand why anyone would entrust their monies to one of the banks; they don’t have my interests at heart like you do. You work for me and my bank never seemed to do that’

 

- Mrs A C, Client of The Private Office LLP

This guide is written by award-winning, independent, chartered financial planners - The Private Office LLP.

The Private Office LLP takes your privacy seriously.  The information you disclose in this form will not be shared without your express permission.

The Private Office LLP is a sister company of Savings Champion.

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The Private Office is a trading name of The Partners of The Private Office LLP. The Partners of The Private Office LLP is a Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our registration number is 602193 which may be checked on the FCA Register by visiting www.fsa.gov.uk/register/home.do. Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.

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