We want to ensure that you fully understand how our investment service is provided to you and the terms and conditions of the service. Please ensure that you review the documents below before you take out an investment with us. Thank you.

Key Facts about our Services and Costs

Terms of Business

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Why Should I Make A Will?

Making a Will ensures that your wishes are carried out after you die.  If you die intestate (without a Will) the Rules of Intestacy from 1925 apply and decide who inherits your possessions after you die. Relying on this law rather than creating a Will has disadvantages. The law decides who benefits from your estate, not you, and as it was created almost a century ago, it doesn’t bear much relation to modern personal and family situations.

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