Estate Planning

Making Sure Your Family 

Have Financial Security

31 million adults in the UK do NOT have a Will.

So how can you ensure your hard-earned wealth and legacy go to your loved ones when you are no longer here?

Do you want:

• Your business going bust
• Causes or charities close to you missing out
• Lengthy delays, financial disputes, and hardship
• The tax man taking a large chunk out of your wealth
• The Government deciding what happens to your wealth and who gets it
• The courts, and not your family, controlling your money and health care if you get ill

Nobody wants to talk about death, but we all know it’s inevitable, and that’s why it’s important to think about:

• Who will raise your children if you die?
• Do you want the plug pulled if you’re in a coma?
• Who is going to run your business after you’re gone?
• Will your children squander their inheritance or use it wisely?
• What happens if one of your children goes through a messy divorce?
• Will your wealth be at risk if a loved one gets into financial problems or goes bankrupt?

The GOOD news?

Through estate planning, you have the power to make provisions for all these eventualities to ensure your children, your business and your wealth are all protected.

Life is full of surprises, and your circumstances and wishes may evolve over time. Don't risk having an outdated plan that no longer reflects your desires. Stay ahead of the curve and ensure your estate plan is always up-to-date and tailored to your current needs.

And that’s where I come in. As a professional estate planner, I can make sure you have the right legal plans and structures in place so that:

• Your final wishes are fulfilled
• Your business doesn’t die with you
• Your inheritance tax bill is minimised
• There is financial security for your family
• Your wealth is protected from attacks in the future
• Your loved ones don’t have a big mess to deal with after your passing
• Trusted people who can make important life and financial decisions on your behalf

The BEST part?

You don’t have to have all the answers before we speak. We’ll talk through your estate and assets, identify any risks, look at your wishes and then put an action plan together to implement it. All you need to do is book one of my Wealth Planning Consultations to get started.