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Our Clients

All our clients have one issue in common – life’s journey is full of twists and turns and you never know what’s around the corner. If any of the below scenarios apply or concern you, have you considered what an impact it could have on your estate?

 

  • Your spouse remarries after you’ve gone (and his/her new spouse has children).
  • You were divorced but remarried someone with children.
  • Your children get divorced, having received an inheritance from you.
  • You have/had tax issues surrounding your estate.
  • Your surviving spouse (or parent) needs to go into care.
  • You have a child with special needs, addictions, vulnerable or susceptible to undue influence.

Have you seriously considered any of the following issues?

  • How to protect your estate for your children or family from common threats such as divorce, remarriage or financial problems?
  • How to pass on money or property safely during your lifetime?
  • How to get help when you can no longer manage your own affairs?

Whatever your motives or stage of life you have reached

  • Personal or business.
  • Parent or grandparent.

You will want to ensure you have taken care of those closest to you when you are no longer around to do so yourself.

Wills and Trust Services

“Our Wills and Trust services are implemented by professionals who are members of The Society of Trust and Estate Practitioners (STEP), and our tax solutions are based on current UK Tax Law, underpinned by leading Queen’s Counsel opinion.”

“We would like to thank you for the help you have given us in sorting out our affairs recently. From the first visit to our home you have given us the advice and direction we needed and explained everything so clearly, that it was easy to understand the complexity of the issues we had. We are grateful that we were introduced to you and for working with you to achieve a good result”

Let's talk about protecting your home, your business, your nest egg.

Please complete the form below or call us on: 0800 240 4587.

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