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Estate Planning Services

Our Estate Planning Professionals will look carefully at your individual circumstances and make a personal diagnosis of your own situation. They will provide you with Estate Planning advice and the solutions necessary to help protect your estate and ensure your assets are passed to your loved ones.

Without professional Estate Planning in place your heirs may inherit debts, tax bills and be left fighting over how your assets should be divided. Estate planning doesn't have to be complicated and even putting a basic Will in place can mitigate the majority of these factors. If your circumstances are more complicated, protective trusts can be established to reduce inheritance tax payable and protect your assets from risks such as bankruptcy, divorce and potential care costs which may be payable in the future.

Professional Estate Planning can protect your assets from:

Costs of Care

If you need to go into residential care your home may have to be sold to pay for your Long Term Care costs and your savings and investmens could be wiped out

Remarriage

After your death if your surviving partner remarries, how can you ensure that your children receive what you intended to be left to them?

Divorce

If your children are involved in a divorce or separation, your existing planning may not be able to protect the inheritance they received.

Creditors

If your partner or children are in debt or face bankruptcy, the inheritance you left them may vanish.

Your Business

How do you protect your share of a business and what's the most tax efficient way of leaving it to your family or business partners?

Inheritance Tax

How do you protect your share of a business and what's the most tax efficient way of leaving it to your family or business partners?

Mortgage Consulting

Mortgage reviews & equity release planning. Have you got the package right for you?

Life Insurance

Do you know the ins and outs of your policy? Is it still relevant to you?

Finance Services

We can offer a tailored package for either personal or commercial for all your needs