Passing on your wealth

Trusts and Estates

Make-good-decisions

 

Our clients include many Trusts and Estates, often with very specific investment mandates to provide for beneficiaries.

 

A Saturn Adviser can provide general advice on preserving your wealth for future generations.

 

We encourage our clients to keep their Wills and Powers of Attorney up to date and stored safely.

 

CASE STUDY: Gerald’s Trust

 


 

If you would like advice on building inter-generational wealth, call us on 0800 757 858