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Friend Family Wealth Forum

The Friend Family Wealth Forum provides advice to individuals on how to structure and protect family businesses and wealth and ensure smooth succession and estate planning.

The advice provided as part of the Forum aims to provide expert opinion and continuous support that will allow you to focus on maintaining and increasing your family’s wealth, secure in the knowledge that what you have worked so hard for is shielded and that yours and your family’s future is provided for.


As part of the Friend Family Wealth Forum service we can advise on:

  • Structuring your business and investment portfolio
  • Estate planning
  • Family Trusts
  • Structuring family company shareholdings
  • Inheritance Tax
  • Will planning

Download our Friend Family Wealth Forum Brochure

Wealth Forum Brochure

Make A Wealth Forum Enquiry

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