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Introducing
MC Private Solutions

01/03/2024

Introducing MC Private Solutions, a collection of complementary services to elevate your wealth management journey.

 

As MC Private Finance has evolved from a traditional mortgage brokerage to a bespoke property finance advisory service, so too have the needs of our esteemed clientele. With a client base consisting of affluent, mature, entrepreneurial individuals who value sophistication, we recognise the need for tailored financial planning solutions that cater to their evolving requirements.

 

Our clients increasingly seek advice on specialised areas such as Estate and Inheritance Tax (IHT) Planning, Personal and Business Protection, Retirement Planning, and Equity Release Mortgages. These areas require expert guidance, given their technical complexity and critical importance to financial well-being.

 

In response to these demands, we are proud to announce the launch of MC Private Solutions, a dedicated division focused on providing our clients with comprehensive, personalised advice in these unique areas.

 

MC Private Solutions has forged partnerships with leading specialist advisors across the country, ensuring that you receive tailored guidance from experienced professionals who understand your specific needs.

 

At MC Private Solutions, we are committed to guiding you through every step of your financial journey, empowering you to make informed decisions that align with your long-term goals and aspirations.

Introduction
1. Why is Estate Planning a vital part of Financial Planning? 
2. How does Estate Planning help preserve family wealth? 
3. What is the key difference between a will and a trust?
4. Explaining the concept of a lifetime or family trust
5. What is a lasting power of attorney?
6. Success Stories
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