planning

If you don't plan your will, you may be left open to costly court fees and legal battles.

BLOODLINE PLANNING

Bloodline planning ensures that your assets reach your children, grandchildren, and other relatives intact, regardless of marital situations or divorce. Without proper bloodline planning, assets can be considered part of a beneficiary’s estate and are therefore at risk of being lost in divorce settlements, to creditors, or even just through taxation.

PLANNING YOUR WILL

Planning your will helps to protect your family in the event of something bad happening to you. However, 2/3 of people have not got a will, leaving them vulnerable to costly court fees and legal battles. Planning your will does not have to be difficult, just follow our step-by-step guide.

PROTECTING CHILDREN'S INHERITANCE

The strategic use of Trusts can ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets from being lost to the costs of Long Term Care.

FUNERAL PLANS

Pre-paid funeral plans enable you to arrange and pay for your funeral director's services at today's prices, protecting your family from rising costs.

ASSET PLANNING

Some Estate Planning can be done when you are still alive. For example, assets could potentially be gifted to beneficiaries before your death, which could prove extremely tax efficient in terms of Inheritance Tax.

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