Estate Planning

Preserving your estate is about ensuring the right money goes to the right people at the right time. We can help you with estate planning advice on wills, inheritance tax, trusts and lasting and enduring powers of attorney, to ensure your estate is dealt with exactly as you wish when you die.

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The FCA does not regulate will writing services, advice on trusts, or some aspects of estate and tax planning.

Wills

A will is a legal document which ensures that on death of the settlor, the estate is distributed to the right people and that assets and funds don’t go to the wrong people.

Lasting Power of Attorney

This is a legal document that ensures that if someone loses mental capacity their affairs, health and welfare and property and finance, are looked after by their nominated attorney.

Tax Planning Specialists

Personal tax planning helps people manage efficiently over taxation and addresses, income tax, capital gains tax, inheritance tax, etc.

Trust Planning

Trusts are used to protect assets but they have many uses. They are widely used by middle class people and have been used since the 11th century.

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Let’s meet face to face and plan a brighter future for your finances

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Finance FAQs

A list of clear answers to questions frequently asked by my clients

FAQs for you

Finance Jargon

A simple guide to help clarify the confusing terms and financial jargon

Helpful Terms
A CEstate Planning