Personal Estate Planning
Are you worried about:
- Protecting your family wealth when you are no longer here?
- Safeguarding your assets should you need long term care?
- Reducing inheritance tax liabilities for your family?
We offer a range of services to help protect your family and your estate, should you become seriously ill, require long term care or pass away:
- Wills – document how you wish your estate to be distributed when you die.
- Children's inheritance – protect your assets with a Family Trust, against divorce, remarriage and creditors; and ensure beneficiaries will inherit in a tax efficient manner.
- Special Needs - Unless you make full and careful provision for a Special Needs child, entitlement to state benefits could be lost and their standard of living may be compromised.
- Long term care costs – protect your home and savings from being used to fund care fees.
- Powers of Attorney & Living Wills – by appointing somebody trustworthy to manage your affairs, in the event you are no longer able to do so yourself, you can be sure your finances and personal welfare will be protected.
- Probate – at a distressing time, let us do this for you – visiting you at home, giving advice and moving quickly through the process at a fixed cost, often 50% less than High Street prices.
- Executors, Professional Trustees and Guardianship – advice on the duties of these essential appointments.
- Deeds of Variation – wills can be varied within two years of death to improve the position of beneficiaries and better protect assets