Services

A Will is one of the most important documents you’ll ever make. We spend most of our lives working and building a legacy to leave to our loved ones. What is the point if we do not have a Will in place to ensure it gets there, and not lost to third parties?

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Trusts are a fundamental tool when it comes to protecting your estate for your beneficiaries, these can be made in your Will, or during your lifetime. Having an effective estate plan, and using trusts are how the rich and wealthy keep their wealth in their bloodline, regardless of the events that may happen in their lives.

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Often overlooked until it is too late to put them in place, LPA’s are just as important as your Will. These documents come to life if you lose the capacity to manage your own affairs, and make the lives of your loved ones that much easier.

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Inheritance Tax can be viewed as a voluntary tax, if you know the rules & start planning sooner rather than later, there’s a good chance we can mitigate this tax to ensure your beneficiaries end up with more of your estate.

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Whether you own a small business or a large corporation, its vital that you have the right documents in place. This could be a cross option agreement & relevant life cover to ensure funds are available to pay your loved ones. Business Trusts to ensure your estate is tax efficient, or Business LPAs to determine who would make decisions if you no longer can.

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Losing a loved one is an upsetting & difficult part of our lives – and that is without going through probate & estate administration. No matter how simple or complex the estate, unlike many companies who charge a percentage to deal with the estate, using our experience, we quote on a case-by-case basis, so you do not pay any more than you have to.

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