Protecting Families & Preserving Wealth
Estate Planning Options
-
Wills
Making a Will is one of the most important things you can do to minimise the stress and worry for your loved ones when you pass away.
Furthermore, the absence of a Will means you have no control who your heard earned wealth may be passed onto!
Don’t leave it to chance…..
-
Lasting Power of Attorney
A Lasting Power of Attorney (LPA) allows your trusted loved ones to take care of you and your finances if you ever became unable to do so.
With the constant battle against fraud and the ever-increasing security measures put in place to combat such threats, without a valid LPA in place, family members and even a spouse will not be able to manage your affairs for you.
Make sure you have your plan in place to guarantee seamless management of your affairs.
-
Asset Protection
Trusts can prove incredibly useful in Estate Planning providing protection from what is termed ‘sideways disinheritance’, mitigating Inheritance Tax and Generational Inheritance Tax and protecting assets from loss or dilution due to changes in your families circumstances.
Stay in control and secure the financial future of your loved ones because we know that keeping it in the family is important to all of us…..