Protect & Preserve Your Wealth
Why Trusts Are More Relevant Than Ever
Trusts were initially created for the Nobility almost 1000 years ago and they continue to use them today. Setting up your trust is your chance to follow their example and ensure your wealth receives the same advantages.
Trust Benefits
- Maintain control of your assets during your lifetime
- Reduce inheritance tax liability significantly
- Protect wealth for future generations
- Flexibility to adapt to changing circumstances
The Reality of Estate Planning
While contemplating one’s incapacity or demise is not the most uplifting of subjects, it is vitally important and we make it as easy as possible for our clients to complete.
We have worked through your life planning, your cash flow planning, and your wealth management, and you do not want to find that your financial world comes tumbling down because you have not put the right paperwork in place.
More Than Just a Will
Writing a Will is important but it is hardly ever sufficient and a Trust is essential to maintain control of your assets. In essence your Will leaves everything to your Trust which lists beneficiaries and potential beneficiaries.
Your Memorandum of Wishes is where you explain the detail what you want to leave and to whom. The Will, Trust, and Memorandum of Wishes puts everything in place, puts you in control, and makes changes easy if needed in future.
Comprehensive Wealth Preservation Services
We provide a complete range of services to protect your wealth and ensure it passes to your chosen beneficiaries in the most tax-efficient way possible.
Will Writing & Trust Creation
Essential documents that ensure your wealth is passed to beneficiaries of your choosing whilst minimising taxes and other costs.
- Control over asset distribution
- Tax mitigation strategies
- Professional legal drafting
Lasting Powers of Attorney
Registered LPAs ensure your affairs can be managed if you cannot do so yourself, protecting your wealth and wellbeing.
- Protection during incapacity
- Trusted person management
- Secure document storage
Trust & Estate Management
Professional management of trusts and estates, working with specialists to ensure optimal outcomes for beneficiaries.
- Expert trust administration
- Tax-efficient structures
- Ongoing professional support
The Importance of Acting Now
Everyone should have registered LPAs in place and these need to be stored in a secure place where your attorneys can get hold of them quickly when required.
Your lasting powers of attorney are there if you cannot manage your own affairs. This could be due to accident or ill health. These need to be professionally drawn up so that your attorneys know what they will do when called upon.
There is nothing worse than waiting until they are needed and finding that they have been drawn up incorrectly. We know of cases where the sole attorney can no longer act, that they can’t be found, or that they haven’t been registered.
Expert Partnership & Experience
I can help you ensure that you have done all that you need regarding protecting your assets. I work with Countryside Tax & Trusts who draw up all of the legal documents.
Advice in relation to trusts and tax planning is not regulated by the Financial Conduct Authority, however, the products used in relation to trusts and to mitigate tax may be regulated
Professional Credentials
Society of Will Writers – Fellow member ensuring highest professional standards in will writing and estate planning.
STEP Affiliate – Affiliate of The Society of Trust and Estate Practitioners, the premier professional body for trust and estate professionals.
Legal Partnership – Working partnership with qualified legal professionals to ensure all documents meet current legal requirements.