Estate Planning

We provide expert advice in the areas of

  • Estate Planning
  • Family Trusts
  • Inheritance Trusts
  • Charitable Trusts
  • Funeral Trusts
  • Trust Management
  • Wills
  • Enduring Power Of Attorneys
  • Other estate planning related documents.

Estate Planning is the process of taking a few relatively inexpensive steps to protect your assets and your family from possible future changes in your family circumstances.

The object of the excercise is to protect:

  • The assets you have now
  • The assets you will accumulate in the future
  • The inheritances you pass on to your children

The costs involved are minor when compared with the possible benefits. However, like insurance, it is a means of gaining a measure of protection and security from events we all hope will not happen. Estate planning can give people peace of mind that they have a plan in place that will take care of their needs, and preserve their assets for themselves and for their loved ones.

Trusts

A trust can be an effective way to own, manage and protect your assets. Establishing a trust is a way of protecting the interests of yourself and those you care about and providing future financial security for them.

The main reason for setting up a trust is to protect assets for the future. They can also be set up for a particular purpose such as asset protection, protection from creditors, or relationship property protection (matrimonial).

There are many other benefits you will receive via a trust - and there are many types of trusts too:

  • Family Trusts
  • Investment Trusts
  • Education Trusts
  • Prepaid Funeral Trusts
  • Inheritance Trusts

To find out whether a Trust is appropriate for you, please contact us today on 0800 66 62 68, or click here to email your inquiry.

Wills

We believe that an up to date Will is one of the most important documents you can have. A Will can allow you to spell out how you will provide for your loved ones and how your affairs should be managed after you're gone.

In your Will you can...

  • Specify who you'd like to provide for after you're gone
  • Decide what sort of funeral you want
  • Appoint an executor and trustee to carry out your wishes.
  • Choose guardians for your children who are under 18 years of age

We can help you put together a Will that is easy to understand and give you practical advice on how to achieve what you want. We will then do all the paperwork on your behalf.

To enquire about setting up a Will, please contact us today on 0800 66 62 68, or click here to email your inquiry.

Enduring Powers of Attorney

An Enduring Power of Attorney allows you to nominate the person who will manage your affairs if through accident or illness you are unable to manage them yourself. There are two types of enduring powers of attorney, one for your property and assets, and one for your personal care and welfare. You can choose a different person for each job. We recommend that you set up an Enduring Power of Attorney when you make your Will.

To enquire about setting up an Enduring Power of Attorney, please contact us today on 0800 66 62 68, or click here to email your inquiry.