Protect Your Wealth

Wills and Estate Planning

A Will is the most powerful document you will ever sign. It can and should cover everyone who is dear to you and everything you own even debts. It can and should cover not only a single/double death, but also a full survival period and a complete family wipeout event.

A cheap standard solution often causes more problems than it solves. Spending time and money planning the best course of action will save heartache, loss and tax at the cruellest of times. It brings peace of mind.

The right words in a Will are only part of the job. The way you own and distribute assets has an enormous effect on the legal and tax consequences. Working through an estate plan will identify what should and shouldn’t be in the Will. The plan creates the most certain legal and tax efficient environment for your estate. Wills are not always the most efficient means of distributing assets.

We will guide you through the whole process and put your interests first in a caring and friendly manner. We have all the professionals you need to provide a one-stop service. But if you have your own solicitor, accountant or financial advisor we can team up with them.

Probate Services

After a death, the task of dealing with probate is often too much to bear. However the support of our consultants make dealing with the Court and Revenue easier. Much of the work is quite straightforward and with us to guide and support you through the process, a family can save time and money. We can do the whole job, as much or as little of the work as you wish. We charge only for what we do and fees can be fixed and guaranteed at the start.

Even if appointed in a Will a bank or solicitor does not have to act. It is in your interests to take control of your own affairs. The cost of allowing such professionals to act in probate is usually several thousands of pounds. Through our service families can reduce the cost of probate administration by a half or more.

Capital Gains Tax and Inheritance Tax Savings
It is said that the Government views both these taxes as voluntary. It is legally possible to save every penny of both tax liabilities.

So whether you are a property / stock market investor, a successful business owner or just wealthy you need to speak to us before you act. We will show you how to organise things throughout life and after death in the most efficient manner.