For some, making a will or planning for inheritance tax can seem quite daunting and is often postponed, sometimes until it is too late. With the right help and advice, preparing for the future is a positive and reassuring process ensuring good intentions are properly clarified and safely documented.
To make sure the things you have worked for in your life are distributed as you would wish, and your loved ones are not left with a complicated estate to unravel, future planning with an experienced professional is very important.
We recognise the risks in the “one size fits all” pre-packaged help, so we only offer you individual, tailored advice and consider all your circumstances before we draw up any documents.
To find solutions that work for you we are pleased to be able to advise you on the following:
- Making a will
- Granting a lasting power of attorney
- Setting up a trust (both during your lifetime and under a will)
- Tax planning
- Making a living will
- Administering the estate of someone who has died
We understand that it can be a daunting task to make a will. Don’t let this be a reason to put it off indefinitely. If you would like to see the type of information you should be considering, use our free Wills Questionnaire as a starting point. If you would then like an estimate of costs involved in preparing your will and ensuring it will meet all legal requirements please contact us as we would be happy to help you.
For more information, or to get a free factsheet on any of the above, please contact us.