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Walden Capital specialises in providing a bespoke wealth management service for our clients. We help our clients feel assured that their financial needs will be accommodated now and in the future, and the financial assets that they ask us to provide advice on are managed efficiently and effectively.
There are three pillars to the financial aspects of wealth management.
An important element of this last pillar is what happens when you die. For many of our clients estate planning is an important consideration. You may have worked incredibly hard for your money, and you may like to see it pass to your children or other beneficiaries after you no longer need it. There are many things that can be done to improve this, from the simplest of having a will in place, to more complex planning such as exempt investments or using trusts to direct funds according to your wishes.
Please see our latest guide on how this important area of planning might work for you.
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