Modern families are ever-changing. Families grow, children marry and relationships change. Trusts are a safe way to protect your family wealth.
We don't have a crystal ball. We can't predict your future. But we can give you confidence that your money will be passed on in line with your wishes and in the most tax efficient and simple way possible.
In the event of the death of a loved one, we will act with full respect and sensitivity to smooth out the process of distributing the money. We can deal directly with any executors and third party professionals.
Cambridge Financial Services Ltd is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Auto-Enrolment, Tax Planning, Trusts, Employee Benefits and Estate Planning are not regulated by the Financial Conduct Authority.