Protecting Family Assets

A Will is essential for everybody, whatever the value of your assets. A Will can help to ensure that your wishes are carried out, your family adequately provided for, guardians appointed for your infant children and your liability to taxation mitigated, both now and in the future.

It is easy to underestimate the value of your assets and the extent to which unplanned tax liabilities can affect the future security of your family or business. We can work with you to determine the options available and the best strategy to minimise current and future tax liability, ensure you have an income to maintain your lifestyle and to protect important family assets for your heirs.

We have wide experience in the establishment and management of trusts with the object of maintaining control over family and business assets, whilst mitigating taxation.

• Preparing and amending your Will
• Tax planning
• Obtaining the Grant of Probate
• Intestacy
• Administration of estates
• Minimising Inheritance Tax liability
• Lifetime gifts
• Passing on your business
• Pension/insurance based investments
• Taking an income from your business
• Setting up/managing a trust
• Powers of Attorney