Square Peg Financial is able to assist you ensure your affairs are in order should you or a family member or business partner suddenly die or become permanently ill or disabled. The legal team will work closely with our Financial Adviser to ease unnecessary tax burdens, transition assets to pass to ones nominated beneficiary most effectively and look to ensure your current Will is up to date.

We offer estate planning solutions from the complex, right through to packaged estate planning services and a standard Will and we help to ensure that your beneficiaries are not left exposed or taxed unnecessarily. The members of our legal team will work closely with our in house accountants and advisors to ensure that the flow of assets from one generation to the next is completed as tax effectively and securely as possible.