The foundation for a successful strategy is facts
Get the facts. Be informed. Take control
Estate planning is the process of arranging your affairs according to your wishes should you be incapacitated or die.
What is probate and how does it work? What you can do to make the process easier saving your family time and money.
What are Trusts? Who are they for- and when might you need one. They come with both advantages and disadvantages, so careful planning is essential. The type of trust you might need depends on your circumstances, they are not a one-size-fits-all.
Inheritance Tax is a tax on the value of your estate and any gifts made in recent years when you die. You can reduce or avoid it.
With so much confusion, who pays, when and how much? Will the state pay?
What are the options ?
A Lasting Power of Attorney (LPA) is a legal document that allows people you trust to make decisions on your behalf if you lose the ability to do so yourself. Setting up your LPA gives you choice, control, and peace of mind — before it’s too late.
Family disputes over inheritance are increasing, known as Contentious Probate. You can prevent a costly feud.
It is often said that your Will is the most important document you will ever write, and it is important, but is it enough?
Unlike a Last Will, which deals with your estate after death, a Living Will is a legal document that outlines your wishes regarding medical treatment if you're unable to communicate or make decisions for yourself. eg: life-sustaining treatment or end of life care.
Get The Facts and understand the elements you need for a successful plan
Avoid making costly mistakes that can cost £ thousands
Save £ thousands in fees and tax. Members qualify for discounts also.
Save yourself and your family valuable time by being prepared
Create your own estate plan with you in control
With improved knowledge and confidence your plan will succeed
