Trusts are for Life
Protect your wealth for future generations
Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after you’ve gone to make their lives easier. Providing your family with lasting benefits means taking action now. We can help you protect your assets so that they pass to the right person at the right time.
Inheritance Tax is sometimes referred to as a ‘voluntary tax’ as people often neglect to maximise their allowances and end up paying needlessly.
Effective wills are a good starting point in reducing your Inheritance tax bill, but sensible, careful and frequently monitored planning can also have a huge impact. Changing of ownership of some savings can also result in significant tax savings.
We would welcome the opportunity, at our cost, to show you just how powerful and effective wills and trusts planning can be in managing your liability.
Many people believe that trusts are the domain of the super-rich and are not something which is relevant to them, but this is often far from the truth.
There is an enormous misunderstanding in the press about what trusts are and what they do, but in reality they are simple solutions that can help you protect your children’s inheritance and ensure your wishes are carried out.
Our trusts are straightforward and easy to manage and will not tie you up in paperwork. We offer a consultation, at our cost, to discuss how trusts can be of benefit to you and your financial situation.
A Will is simply an indication of your wishes and is the best first step you can take in managing your estate.
Unfortunately many so called professionals are happy to take your instructions and then simply produce what is known as a ‘mirror will’ which is set up to leave everything to your spouse and then to your children absolutely. With just a little probing it is often clear that although this appears to be sensible, in reality it does nothing to help your spouse or your children.
Our professional Will writing service will help you to make the best decisions for you and your family.
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