Call us on 01242 224433

Wealth & Asset Protection

When you've worked hard to build financial security for you and your family, it makes sense to protect it for those times when situations arise that may be beyond your control. Protecting family wealth demands early planning and a close personal relationship with your legal advisors.

Tax planning

Asset review and how to protect assets for the next generation

When you've worked hard to build financial security for you and your family, it makes sense to protect it for those times when situations arise that may be beyond your control. Protecting family wealth demands early planning and a close personal relationship with your legal advisors.

Effective inheritance tax planning could save your family hundreds of thousands of pounds. Everyone should make a Will. If you die without one, then your loved ones may face difficulties, and the people you wish to inherit may end up receiving nothing at all. Our team can make the process of drafting a Will as easy as possible, guiding you through any technical or difficult issues and treating everything with sensitivity.

If you are getting married or divorced, or have recently received an inheritance, it's absolutely vital you make or update your Will - particularly if you have children under 18 as you will need to appoint guardians to be responsible for their care should you pass away. Whatever your circumstances we highly recommend reviewing your Will every few years to make sure it's up to date.

If you fall outside of the inheritance tax threshold, we can help you set up a trust in your Will to take advantage of tax exemptions and allowances. A trust could also be useful if you have children from a previous relationship and want to provide for them in your Will.

Our team can also arrange a Deed of Variation, diverting funds from a loved one's estate in order to help with tax planning. Finally, to offer a full package of support we can also put you in touch with independent financial advisors and accountants to advise on your wealth management.

We can work with your existing professional advisors such as accountants, financial advisors, stock brokers, bankers and property specialists or introduce you to trusted advisors in these areas if and when you need them. We can also work with you to review your existing asets to see what protection you currently have in place and then report back to you with any recommendations.

Get in touch