legacy Planning

Young or old, for most of us, making plans to ensure that our loved ones are taken care of once we have gone and making sure that they get the maximum benefit from the assets we have managed to acquire through hard work, is one of the most important things we will ever do.

But, it’s not just how much we are leaving to them that is important. It’s crucial that our assets are well protected and secure whilst we are still here during our lifetime so that our loved ones receive the maximum inheritance when we are gone.

It’s a sad, but all too common fact, that Sideways Disinheritance affects thousands of families every year. Assets meant for children or other beneficiaries are often diverted away from the desired inheritance line due to one of many possible events in life that will affect most families at some point.

What is most frustrating is that the deceased’s wishes not being fulfilled is all so avoidable. In addition, the many expensive deductions that dilute someone’s estate after they have passed on, plus the lengthy delays a beneficiary suffers before receiving their inheritance, can be mitigated completely or reduced dramatically with a little thought and the right planning.

The problem is often that people just don't receive the help they need to consider all of the eventualities that could adversely affect their wishes. They simply aren’t aware of all the options available, such as Family Trusts, which are without doubt the most useful and robust Legacy Planning product to provide the certainty and peace of mind that wishes will be respected and loved ones’ inheritance protected.

Everyone’s personal and family circumstances are different and a Will alone might not be sufficient to ensure that your wishes are met. There are many different legacy planning options and that’s why we will ensure that you receive sound advice, tailored for your own personal circumstances so that you can make your own informed decision.

Thank You For Taking The Time To Look Through My Services.

Let's carve a path where your wishes stand firm, not just in your lifetime but beyond.

Every story is unique and deserves a personalized approach. Together, we will navigate the various options available to you, ensuring you are fully aware and can make an informed decision tailored to your circumstances.

I warmly invite you to share your concerns and aspirations with me.

Please fill out the form below to start this vital conversation about securing your family's future according to your heartfelt wishes.