Estate Planning and Asset Protection
Talking about death is uncomfortable. Like it or not, it’s essential to think about estate planning and asset protection before it’s too late.
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A lasting power of attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions on your behalf during your lifetime.
An LPA gives peace of mind that that someone you trust will look after your affairs if you become unable to do so.
There are two types of LPA.
- Financial Decisions LPA dealing with property and financial affairs
- Health and Care Decisions LPA dealing with your health and welfare
We can help you with both.
Insurance provides peace of mind that, in the event of a death or a serious illness, you and your family will have guaranteed financial support.
We can help make sure you have a suitable level of cover.
It’s important you have a will to ensure that your loved ones are looked after when you die. It is also a helpful tool for inheritance tax planning. If you die without a will the rules of Intestacy will apply. This might lead to people benefitting from your estate that you might not wish to.
No matter how complex your affairs we can help. We can advise on the best way to ensure that your wishes are met and your family are provided for.
Our services include:
- Wills
- Trusts
- Complex inheritance planning
- Asset protection
- Tax mitigation
- Tax efficient disposal of overseas assets
Trusts are a useful way of organising your finances to use in the future. They are a safe and effective way to ensure that your money or assets are used in line with your wishes. They can also lower the potential inheritance tax burden of your beneficiaries.
You can use a trust to protect your estate whether it is in the form of money, property, businesses or other assets.
We can help you form a trust or help you manage an existing one.
Our services include:
- Formation of a trust deed that achieves your wishes
- IHT planning and compliance
- Annual trust accounts
- HMRC trust registration
- Annual tax return completion
- Trustee R185 compliance
- Relevant and Excluded property trusts
No one likes to think about it but it's important to plan for when you die. If you don't Inheritance tax can be a burden on your estate and your beneficiaries.
We can help you protect your wealth for future generations.
As lawyers, accountants and financial advisors we can:
- Draw up a will and assist with estate planning Help you make inheritance tax friendly investments
- Help your estate make best of current inheritance tax reliefs
- Guide you in the most tax efficient way to distribute your estate both in life and in death
A lasting power of attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions on your behalf during your lifetime.
An LPA gives peace of mind that that someone you trust will look after your affairs if you become unable to do so.
There are two types of LPA.
- Financial Decisions LPA dealing with property and financial affairs
- Health and Care Decisions LPA dealing with your health and welfare
We can help you with both.
Insurance provides peace of mind that, in the event of a death or a serious illness, you and your family will have guaranteed financial support.
We can help make sure you have a suitable level of cover.
It’s important you have a will to ensure that your loved ones are looked after when you die. It is also a helpful tool for inheritance tax planning. If you die without a will the rules of Intestacy will apply. This might lead to people benefitting from your estate that you might not wish to.
No matter how complex your affairs we can help. We can advise on the best way to ensure that your wishes are met and your family are provided for.
Our services include:
- Wills
- Trusts
- Complex inheritance planning
- Asset protection
- Tax mitigation
- Tax efficient disposal of overseas assets
Trusts are a useful way of organising your finances to use in the future. They are a safe and effective way to ensure that your money or assets are used in line with your wishes. They can also lower the potential inheritance tax burden of your beneficiaries.
You can use a trust to protect your estate whether it is in the form of money, property, businesses or other assets.
We can help you form a trust or help you manage an existing one.
Our services include:
- Formation of a trust deed that achieves your wishes
- IHT planning and compliance
- Annual trust accounts
- HMRC trust registration
- Annual tax return completion
- Trustee R185 compliance
- Relevant and Excluded property trusts
No one likes to think about it but it's important to plan for when you die. If you don't Inheritance tax can be a burden on your estate and your beneficiaries.
We can help you protect your wealth for future generations.
As lawyers, accountants and financial advisors we can:
- Draw up a will and assist with estate planning Help you make inheritance tax friendly investments
- Help your estate make best of current inheritance tax reliefs
- Guide you in the most tax efficient way to distribute your estate both in life and in death
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