Estate Planning Services | Protect Your Legacy

Estate Planning.

PROTECTING YOUR BENEFICIARIES

You can choose, not the court, who will inherit from your assets, possessions and valuables by appointing executors

PROTECTING CHILDREN AND DEPENDANTS

You can ensure children/dependants are cared for by your instruction, through appointment of guardianship. Without a Will naming those guardians a court will decide who raises your children as no provision was made

Tax planning and asset protection.

Estate Planning allows you to tax plan, utilising full tax allowances for inheritance tax purposes, through asset transfer

Estate Planning helps you to plan for unforeseen life circumstances, for example divorce, remarriage/step families, bankruptcy and more such as in a family trust

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ESTATE PLANNING PROTECTS FOR THE FUTURE YEARS

For if someday you become unable to make decisions regarding your financial and personal welfare, due to physical and/or mental capacity reasons, by granting authority through Powers of Attorney, you can appoint those trusted, to make those important decisions regarding where you live and who cares for you on a daily basis, rather than the authorities

ESTATE PLANNING ASSISTS IN AVOIDING LENGTHY AND COSTLY PROBATE

A simple Will does not usually avoid probate. The authentication of the Will could still be challenged. Probate can typically cost between 1.5–5% of the value of your estate and take a minimum of three to four months, but could take over two years to complete. The setting up of a Specialist Probate Trust can be a very effective and affordable way to avoid your beneficiaries going through Probate