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Protecting Your Wealth

There are a number of ways in which your home, savings and business are vulnerable to attack. We're here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

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Powers of attorney

By creating a Power of Attorney in advance, ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.

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Wills

Making a Will enables you to plan exactly what will happen to your property (estate) following your demise.

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Why do I need a Will?

Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.

How can I protect my children’s inheritance?

Without the correct “Bloodline Planning” some, or all of your children’s or grandchildren’s (bloodline’s) inheritance could be lost.

Care

When someone enters care they are automatically means tested and all of your capital assets, including your home, are taken into account. Only those who have assets below the £14,250 threshold will be entitled to the maximum possible public funding.

Who will be entitled to my share of the business?

There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Some Basic Facts

Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.

A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.

If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.

An estimated 70,000 people per year have to sell their homes to pay for care.

Protecting Your Wealth

There are a number of ways in which your home, savings and business are vulnerable to attack. We’re here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We are happy to meet you in our office, or if you would prefer, we will arrange to visit you in the comfort of your own home, to assess your current situation, answer your questions and provide peace of mind for the future.

Our estate planning solutions are tailor-made to suit every set of personal circumstances and every pocket.

Looking after you, your family, and the generations to follow.

Need a Will? Get in touch.

Call us on 020 8920 7830

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