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We aim to help you choose trusts designed to protect your assets and give your family lasting benefits on death. We can also help you protect your future by appointing attorneys should you lose capacity.
We start with an initial consultation meeting to understand your unique circumstances and requirements and to discuss the various methods we can assist with going forward.
Once we have ascertained your requirements, we will create a draft copy of the documents for your approval.
To complete the process, we will then set up a final meeting to sign and witness the approved documents.
A will is one of the most important legal documents you will make in your lifetime. It is vital that your will is built around your aims and wishes for your wealth and assets. Without a will, these decisions can be taken out of your hands to be made by the state, potentially leaving your loved ones in difficult circumstances and your wishes not being fulfilled. We work with you to understand your personal circumstances so we can recommend the most appropriate course of action for you.
We can also help you set up and register Lasting Power of Attorney to ensure an attorney can make decisions about your property & financial affairs and health & welfare should you lose mental or physical capacity or no longer wish to make decisions for yourself.
*The Financial Conduct Authority does not regulate some forms of Estate Planning or Lasting Powers of Attorney
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