Everyone is different and has different needs, circumstances and priorities. Our experienced team has a wealth of experience in tailoring advice to suit you, all offered at fixed prices and in a friendly and approachable way.
Some things to think about are:
- The value of what you own and what you owe (inheritance is payable on your net estate after deducting available allowances)
- Who you want to inherit your money and property
- Who you would like to manage the legal formalities (your executors)
- How you own your money and property e.g. sole name or jointly
- Whether you are interested in protecting your assets via a trust
These are all important decisions to make and we recommend that you let us guide you through the process, step by step. That way, we can take the stress out of the situation and ensure that all of your aims are met.