Our Services

Basic Planning?

There is always a need for basic planning but your circumstances should dictate this. We charge £45+VAT for a basic Will and this also comes with free Virtual face to face advice.

We also offer industry leading prices for Lasting Power of Attorney with Virtual Face to Face advice. These forms are extremely complicated and need to be set up in the right way so having one of our qualified advisors to help you with it is vital.

Planning as Unique as You Are.

Every family is unique and that is why we believe each family should have their own unique plan in place which reflects their own individual dynamic. Not only that but the planning should be flexible and fluid enough to change as your family changes over the years. We are here to help you throughout your lifetime and beyond. The planning we put in place for you is guaranteed to save you money in the long run and will ultimately make your loved ones lives as easy as possible when the time comes.

We Have 3 Levels of Planning

The Essential Plan.

We Believe Everyone Should at least have this level of planning in place.

* Review your current Estate Plan if you have one

 

* Advise the best type of Will for you and your family

 

* Provide documentation to create your safety net if you lose mental capacity 

 

* Create foresight to reduce loss for beneficiaries against care fees, divorce and inheritance tax

 

* Advise on how to structure and own your assets for ultimate protection

 

* Avoid the traps that see disabled or vulnerable beneficiaries lose out

The Signature Plan.

For Those Who Want that Extra Layer of Protection During Their Lifetime

Includes The Essential Plan in addition to:

 

* Advise relevant structures to put in place that aren’t reliant on you passing away to protect your assets

 

* Identify planning weaknesses and how you can take steps to strengthen these

 

* Assess how you can reduce personal loss of assets against business failures and relationship failures

 

*Make it easier, quicker and less expensive for your beneficiaries after your death

All Things TAX Plan.

Helping You Plan Effectively to Give More to Your Family and Less to the Tax Man

Includes The Essential Plan in addition to:

 

* Identify the tax liabilities YOU are exposing your beneficiaries to 

* Advise how to create your estate plan that will save Inheritance Tax for multiple generations

* Show you the tricks of the trade that the wealthy have used for centuries to keep their wealth in their family

* Referal to our Chartered Tax Advisory Partner for advice on:

Inheritance Tax

Capital Gains Tax

Property Portfolio structuring

Business succession

Get the ball rolling today

We would love to hear from you. Click on the orange button here, let us know who you are and we will get in touch with you.

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