Estate Planning & Asset Protection

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Confidential & Tailored

We offer a confidential and tailored service to understand your financial and personal needs. This will enable your personable consultant to identify all the potential risks for your estate. They will explain how our legal documents can potentially mitigate your risks or losses. First and foremost is a Will.

Effective Estate Planning

Failing to utilise effective estate planning leaves your estate (monies and property) wide open to RISKS. Some of these risks include:

Your assets not going to your expected loved ones.
Sideways disinheritance or estranged family members inheriting.
Local Authorities being able to take your monies and property for care home fees.
Assets being dissipated during bankruptcy or divorce.
40% of your estate (above the nil rate band) being taken for inheritance tax.
We will ensure you are protected and have peace of mind.

ESTATE PLANNING & ASSET PROTECTION FAQs

Estate planning is the careful planning and drafting of legal documents to ensure that your loved ones receive what is rightly theirs following your death. Your assets will be distributed in accordance with your wishes and not those of what the laws set out.
Should you have children from your first marriage or from another relationship then it would only be fair to take their best interests into consideration. Maybe it would be fair to let your new spouse remain in your property for a certain period of time before allowing the children to inherit. This is something that can be addressed.
Marriages generally take into consideration the wealth and assets built within that marriage, rather than that incorporated beforehand, especially when there are children from previous marriages or relationships.
When assessing your estate, the documents taken into consideration would be: -
Wills; Power of Attorneys; Trusts (both living trusts, and trusts within your Will including property protection trusts, discretionary trusts, probate trusts) Deeds of Severance and Declarations of Trust.
Failing to utilise effective estate planning leaves your estate (Monies and property) wide open to RISKS. Some of these risks include-
Your assets not going to your expected loved ones.
Sideways disinheritance.
Local Authorities being able to take your monies and property for care home fees.
Assets being dissipated during bankruptcy or divorce.
40% of your estate (above the nil rate band) being taken for inheritance tax.
The answer to this is totally subjective and can range from pounds to thousands of pounds, dependent upon how much is needed to protect the risks we may identify in your estate. Obviously, the larger your estate, or the more complex, the more legal documents and strategies will be implemented to protect you. As a company we pride ourselves on giving the best service for a price that cannot be beaten.