What do we do?
As our name suggests, the focus of our business is providing our clients with comprehensive advice and support in Estate Planning, and in helping them to protect and preserve their hard-earned assets.
Estate Planning, put simply, is making proper provision for dealing with all of the complicated issues which inevitably arise in the event of an individual’s incapacity or death.
These are areas, which historically, people have been reluctant to address head-on.
They would rather put things off, and keep their fingers crossed that matters will somehow magically sort themselves out in the future. Even today, most people don’t even have a Will, which is the basic starting point in effective estate planning, far less any of the other tools available to protect their assets, and make things as straightforward and inexpensive as possible for themselves and their loved-ones.
Our mission is to help clients address these issues, and assist them to identify what their particular concerns are, and how they can best make provision for these.
Knowing you have properly dealt with these key matters, guarantees the peace-of-mind of knowing you have done all you can for your family and loved-ones in the future.
What can we do for you?
The main key elements of our comprehensive Estate Planning service are:
- Powers of Attorney
- Lifetime Discretionary Trusts
- Disabled Persons Trusts and Personal Injury Trusts
- Funeral Planning
- Inheritance Tax Planning
- Structured Financial Planning
We offer free home visits
as standard, and operate with fixed fees
and to agreed timescales
Because we don’t get involved in other areas you have the reassurance of knowing that, as specialists in all aspects of Estate Planning, we spend our time focusing on the precise areas in which you require expert advice.
We aim to make it as easy as possible for you to achieve the best possible outcome for yourself and your family.