You work hard to provide a great life for yourself and your family.

You want to protect your family, and ensure, if you’re not able to work, or not here anymore, that you continue to provide for your loved ones.

All of that seems to be very straightforward. But, if you don’t have the right paperwork and set up in place, it can suddenly become very complicated.

You need to start with a decent Will – kept up to date to reflect the changing needs of your family. And ensuring your estate will be divided up as you see fit.

If you have a young family, or vulnerable dependents, setting up a Trust is an ideal way to protect their inheritance and ensure they are provided for. Trusts can also be a very tax efficient way of planning for the future.

That takes care of what happens when you are no longer here, but what if you become incapacitated? Unable to work, or unable to make rational decisions for yourself?
Setting up Lasting Powers of Attorney ensures key decisions are left in the hands of somebody you trust to act in your best interests. And when you are talking about your health, as well as your finances, that is vital.
That takes care of what happens when you are no longer here, but what if you become incapacitated? Unable to work, or unable to make rational decisions for yourself?

Setting up Lasting Powers of Attorney ensures key decisions are left in the hands of somebody you trust to act in your best interests. And when you are talking about your health, as well as your finances, that is vital.

Equally, what about if you or a loved one needed long term care? The value of assets, including a home, can be taken into account when assessing care needs. Choosing a care home, and all the supporting paperwork, can also be a huge headache.

We can support you with all of these services. Understanding what you want to do, now and into the future, will ensure you have the right protection in place.

If you have ever lost a close relative you will know the absolute minefield that is probate. Even when somebody has an up to date Will, wading through all of the necessary paperwork, accessing funds and finalising bills are all hugely time consuming and often stressful.

We can guide you through the probate process, either handling it on your behalf or supporting you at various points.

If you would like to learn more about any of these services, why not give us a call on 01344 875 310 and we can arrange a chat.

need-help-with-life-planning.png
need-help-with-life-planning

Instead of building dreams, we want you to build memories. We’ll help you to turn your dreams into reality.

Create that bucket list, and let’s talk about how you can start ticking off your list…

need-help-with-your-finances
need-help-with-your-finances

Need a mortgage, but struggling with what product to choose? Do your pension arrangements need reviewing?

Are you still invested appropriately? Have you got the right protection in place for you, your family and your business?

We can help.