T: 0345 250 8400
E: enquiries@obsidian-financial.com
Obsidian Financial Advisers

Estate Planning

Effective estate planning is about getting the right balance between maintaining access to your money when you need it and saving tax.

Estate Planning

Effective estate planning is about getting the right balance between maintaining access to your money when you need it and saving tax.

This is because, in general, the more tax-efficient a solution is, the less access you have to your assets. Safeguarding your own financial future is very important, and giving too much away could put this at risk. At Obsidian, we can help you choose structures and trusts designed to protect your assets and give your family lasting benefits.

Estate planning, trust planning and tax planning is not regulated by the Financial Conduct Authority.

Contact Us

Obsidian House, Hints Road
Mile Oak, Tamworth B78 3PQ

Tel: 0345 250 8400
Email: enquiries@obsidian-financial.com

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