estate planning

“Do not take life too seriously. You will never get out of it alive.”

Elbert Hubbard

 Choose a job you love, and you will never have to work a day in your life.


Reasons to make a Will

Children under age eighteen

Remarriage or not married

Old Will out of date

Bank or Solicitor appointed as Executor. Unknown Probate cost

Recently inherited monies or major change in circumstances

Children and Grandchildren

You may wish to leave monies to grandchildren or even great grandchildren! This might be a sensible option to provide funds for house deposits.

Family Trusts can also be set up so that your children, grandchildren and great grandchildren can benefit in a tax efficient way.

According to the Alzheimer’s Society, there are currently 850,000 people with dementia in the UK. This number is set to reach one million by 2025. At some point, many people with dementia won’t be able to make their own decisions.

In order to reduce their care liabilities, older people may look to give their assets to loved ones. However, local authorities have the power to carry out a financial assessment and are looking for deliberate deprivation. Please contact us for planning assistance

For an informative explanation of the different ways of providing funds for your funeral please contact us.

If you own a property or properties we have a solution to prevent your family being disinherited on remarriage. We can also  protect your family’s inheritance should you be concerned by the possibility of divorce or bankruptcy of your children.

Planning for the Unexpected

Pitfalls of Gifting Assets

Savings or Funeral Plans?

Wills and Property Trusts