Our Services
During the Instruction Taking meeting we will ask you questions and establish any concerns you may have. We can then make a recommendation of what you might wish to include.
Whether you are worried about loved ones not inheriting what you would like, perhaps through marriage, a disabled or vulnerable beneficiary or a business you would like to protect. There are products to suit every need and we will guide you.
This is for those who have simple wishes with no added complexity. You can set up your Excecutors (the person or people to deal with your estate), Trustees (for any children) and Beneficiaries.
Trusts
There are various types of trusts including Property Trusts (for couples who own their home), Discretionary Trusts for long term trust management. This could be Disabled or vulnerable beneficiaries but can also be used for long-term planning.
We can also help you with Business Trusts if you own a business.
These are a few examples.
This is to ensure that your loved ones can make decisions on your behalf when you need it most.
This includes Property and Financial and Health and Welfare aswell as for Businesses.
These important documents can be complicated to complete on your own, we can make things really straight forward for you.
They need to be registered with the Office of the Public Guardian which may take upto 20 weeks to complete.