Shirley Hook-Pattison
Independent Financial Planner
Your Future - Our Business

By putting strategies in place ahead of time, Shirley Hook-Pattison is able to assist you in significantly reducing your inheritance tax bill, ensuring your loved ones are able to receive the greatest benefit possible.

Inheritance Planning

Shirley can give you inheritence planning advice in a number of ways, including:

• Whole of life plans, written in trust for beneficiaries

• Trust options allowing the donor to have access to both capital and interest

Family Protection
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