Generally the first step is to put a will in place, this gives everything order and direction, the cornerstone
of your planning.
One of the most underrated areas. When you think about it, for most people it may well constitute the biggest transfer of assets they will ever make. And for a beneficiary in receipt of assets, it can truly be life changing.
You get to tell everyone exactly what your wishes are, what you think is best, hopefully making things easier for your loved ones.
Lasting Powers of Attorney
What do we know about Lasting Power of Attorney, and how can it affect ANYONE at ANYTIME? It's been around for so long but now because of the way we live it has become something we need to know
and understand more about.
This deals with the links between your finances, your health and care wishes, support from family and friends, your everyday life and more.
(1) Health and Well being covers decisions about your personal welfare.
(2) Property and Financial affairs, aimed at keeping the normal day to day processes under control and more.
The use of Trusts can help to protect your own interests and those of the people onto which
you would like to pass everything.
Trusts can, and do, add more certainty to the whole of your Estate planning, along with flexibility
in terms of access.
Many other services available on request
Get in touch on the email here, and increase your information, knowledge and confidence.
Email me here