Death and Taxes may be inevitable, but they need not be inherently linked. Don’t leave things until it’s too late. Sit down now with a professional - YOU MUST PAY TAX DURING YOUR LIFETIME BUT THERE IS NO NEED TO LEAVE A TIP AS YOU LEAVE.

Estate Planning in a financial and holistic manner

CAN YOUR ESTATE BE FINANCIALLY BOOSTED BY A FAMILY INVESTMENT COMPANY AS THE BEST SOLUTION TO FAMILY INHERITANCE

 A WELL WRITTEN WILL BRINGS SECURITY, REASSURANCE And peace of mind FOR YOU

AND FOR ALL OF THOSE WHO DEPEND ON YOU

  • Protect your home from being taken to pay for your LONG-TERM CARE COSTS

  • Minimise Inheritance Tax

  • Ensure children from different relationships inherit what they are due

  • Make sure that people you don’t want to inherit don’t

  • Ensure your children are brought up by those you choose

  • Protect young children and your assets until they are of age

  • Reduce the time and money spent on probate ensuring your loved ones have access to your estate much sooner

  • Maximise the inheritance for your loved ones

  • Set a lasting Power of Attorney in place now which will be effective should the need arise

  • Have your PARENTS made provision to ensure their home is protected from the costs of long-term care ? 

SHOULD YOUR ESTATE BE FINANCIALLY BOOSTED BY A FAMILY INVESTMENT COMPANY AS THE BEST SOLUTION TO FAMILY INHERITANCE THEN WE CAN SET THIS UP IN THE WILL AND CAN DEAL WITH ALL WHEN NECESSARY