Lifetime Estate Planning
The making of a Will often throws up other problems. Tax efficient Wills alone can only do so much. You may need or benefit
from other actions or services.
No sane person ignores the potential taxation of their estates. Confusingly, so-called “Inheritance Tax” (IHT) can bite on property that you give away in your lifetime as well as what you have in your estate when you die.
Lifetime estate planning is about making sure you explore the available opportunities to plan ahead, and not fall into traps for the unwary.
We will provide specialist help and guidance, making sure you understand and make informed decisions to escape inadvertent IHT liabilities.
This may be to do with exploiting the available reliefs and exemptions from IHT, gifts for family maintenance, the use of trusts or available investments that qualify for favourable IHT treatment or exemption.
Suggestions on what you might do are no more important than advice on what you should definitely not do.
You might also need advice on some scheme you have already entered into but where you are now unsure of its benefits.
Lasting or Other Powers of Attorney
Advancing age and deteriorating health may mean that decision making should be delegated to a trusted friend or family member.
Many of us need help with the complexities of Powers of Attorney, their advantages and disadvantages, and we are happy to advise on what may be suitable in individual cases.
Whilst we do not deal with the preparation of Powers of Attorney, we are happy to introduce you to reliable and experienced third party providers who offer this service.
Four simple steps to protecting you and your loved ones
Get in touch
Give us a call on 01536 312 617 or enter your details on our contact form and we’ll arrange your free consultation appointment. We can visit at a time that suits you, day or evening, including weekends.
Arrange a free consultation
We can visit at a time that suits you, day or evening. Let us know the best day and we will arrange a home visit that is convenient for you.
Discuss your requirements
Get the Will that you need
After our consultation we will set up a draft Will for you to have a look over and make sure it completely meets your wishes before it is finally signed off.
What our clients
Don’t just take our word for it see what our clients have to say
Beyond a Call
Get In Touch
Any Questions ? We are here to help whenever you need please give us a call now or if you prefer
you can always email us as well .