01446 771949/773669 [email protected]

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.

Managing Inheritance Tax

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.

Setting up a Trusts

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.

Writing a Will

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.

Don’t Miss Out on Claiming RNRB in April 2017

The Rules for claiming the new ‘residence nil rate band’ for Inheritance Tax are incredibly complex. The government’s own website uses 18 case studies in its explanation about how it works! Call us on 01446 771949 for clear and comprehensive advice about how this new allowance pertains to you and what you need to do to benefit from it.
We’ve put together a series of quick and easy videos to help you get to grips with what is at stake in terms of your estate and how we can help. If you have any questions or would like an informal discussion, please do not hestitate to contact us on

01446 771949/773669

Mulberry Vale Trust Planning Ltd is not regulated by the Financial Conduct Authority as we undertake activities that are not regulated or authorised by the FCA including Trust work, Will drafting, Research, Legal work and other non-regulated activities. The content of this website does not constitute regulated financial advice of any description nor does it purport to do so. If regulated advice is needed you will be referred to either a specialist financial adviser of Harries Powell & Price Ltd or a financial adviser of your own choice.
CONTACT US
FIND US
70 Eastgate
Cowbridge
CF71 7AB
CONTACT US
FIND US
70 Eastgate
Cowbridge
CF71 7AB

01446 771949

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