Grant yourself peace of mind

People put off making a Will for a variety of reasons, either believing they are too young to plan ahead or believing that the people they would wish to inherit will automatically do so.

However you can put off making a Will until it is too late and this poses many problems for your loved ones left behind and in the worst case scenario your inheritance could go to the wrong person or the state.

Safeguard your family’s future

Thinking about your Will and how you would like your assets to be passed after death can be an uncomfortable thing to do, however writing a Will can grant you the peace of mind of knowing that you have safeguarded the future of your loved ones. From the simplest Will to the most complex Estate we can advise on planning you would really like, rather than leaving your loved ones guessing what you may have wanted by not making a Will.

If you die without a Will…

If you die without a Will (intestate) then the Laws of Intestacy will decide who inherits your money and assets. Who your wealth will go to is dependant on a number of factors such as whether you are married or have children.

Who would you like to manage your affairs if you were unable?

Many of us care for, or know someone who is caring for, a person with alzheimer’s or dementia. There are around 850,000 people with dementia in the UK, of whom 40,000 are under 65. This number is forecast to exceed one million by 2025 according to the Alzheimer’s Society.

With this in mind, it’s more important than ever to plan ahead to ease the potential burden on relatives should you lose mental capacity in the future. A lasting power of attorney (LPA) is a legal way to give another individual the legal authority to make decisions on your behalf should you lose the capacity to do so. It’s not just for the elderly; younger people may also become incapacitated through accident or illness.

Preserve your wealth for future generations

Professional Estate Planning will protect your assets and safeguard the future of your loved ones, minimise your tax burden, designate guardians for minor children, avoid probate court involvement and plan for incapacity.

A Personal Service

Our Estate Planning Professionals will look carefully at your individual circumstances and make a personal diagnosis of your own situation. They will provide you with Estate Planning advice and the solutions necessary to help protect your estate and ensure your assets are passed to your loved ones.

Protect your assets for your loved ones

Without professional Estate Planning in place your heirs may inherit debts, tax bills and be left fighting over how your assets should be divided. Estate planning doesn’t have to be complicated and even putting a basic Will in place can mitigate the majority of these factors. If your circumstances are more complicated, protective trusts can be established to reduce inheritance tax payable and protect your assets from risks such as bankruptcy, divorce and potential care costs which may be payable in the future.