Effective estate planning, in conjunction with a carefully drawn Will, can help to save you and your loved ones time, money and anxiety …. not to mention possible disagreements with the tax man!
It’s never too early to think about protecting your assets and this can be done in a variety of ways; by making a will, creating a trust or taking specialist financial advice.
Are you unsure as to what a trust is or whether you need one?
Put simply a trust is a way of protecting an asset and can be used for items such as houses, savings or specific items such as jewellery.
You can create a stand-alone trust during your lifetime or incorporate a trust into your will.
No two situations are ever the same so we invite you to tell us about your own particular circumstances, concerns and issues – we’ll see what we can do to help you plan effectively for the future and resolve any problems you may foresee.
Our experienced team will explain matters clearly and simply; helping you to understand the pros, cons and implications of the various approaches available. We are also able to identify the need to refer you to other professionals for specialist financial or tax advice if appropriate.
If you wish to enlist our services or have any questions you’d like to ask, please contact us in total confidence to arrange an informal, initial discussion.