ESTATE PLANNING & WILLS*

Have you recently got married or perhaps welcomed a new addition into the family? Congratulations! If this has left you thinking about the future, we can help.

 

From leaving a gift to your loved ones, to ensuring that the correct tax is paid by your estate after you're gone, we can give you peace of mind by helping you prepare for the worst.

 

Our advice is tailored to your personal circumstances, and our aim is to make the will writing process as easy and stress-free as possible.

* Above figures as at January 2018, source Macmillan.org.uk

YOUR OPTIONS

With a number of different ways for you to complete your will, and to ensure your family is well provided for, we can explore your options to find the best fit for you.

Write your
Will

Thinking about the future needn't be overwhelming. Let us help you plan for your family's future by taking the stress out of writing your will.

See how we can help!

Consider your
Assets

We can help you prepare for any  unexpected, potentially long term healthcare costs through managing your assets effectively.

See how we can help!

Inheritance
Tax

Worried about inheritance tax? We can help make what you leave behind for your family more tax efficient.

See how we can help!