Wills, Trusts & LPAs
Estate Planning & Inheritance Protection
Protecting your assets, planning ahead and ensuring your money gets to the right people at the right time is one of the
greatest gifts you can give your family.
We can help you protect your estate from these 5 threats:
1. Inheritance Tax at 40%, payable generation after generation
2. Assets lost through divorce in the next generation
3. Creditors, CCJs, or bankruptcy affecting beneficiaries
4. Losing your home to pay for long-term care
5. Assets lost when a surviving partner remarries and later divorces or dies
Writing up & updating your will in the most tax-efficient manner
By Providing Guidance with
Advice and setting up relevant trusts to protect your estate
Putting in place LPAs for health and financial decisions
Planning ahead is essential! Once someone loses mental capacity, it’s too late to set up an LPA — instead, family or
friends must apply for Deputyship through the Court of Protection, which takes over 12 months and is costly.
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Wills, Trusts & Estate Planning are not regulated by the Financial Conduct Authority.