Other Services
Everybody should have a Will, but it’s particularly important as you reach certain milestones in life, from having children to buying a new home. With a Will in place, you can be confident that your assets and finances are protected for you and your family, so you can manage your wealth now and in the future.
We have partnered with expert Will writers who make the process straightforward, whether your estate is simple or complex*.
Whether you’re sharing or separating your assets, you’ll be keen to settle matters as quickly and cleanly as possible, without lengthy and costly court processes. We work closely with you to develop a strategy that’s fair for all parties, and best protects your financial security.
When moving in with your partner, the last thing you want to think about is the possibility it might not work. But if that happens, neither of you are protected by the law, so the ideal solution for many is a Cohabitation Agreement. And then, if you need later, we can also help with Pre-nuptial Agreements to safeguard your future interests.
In the event of your death, you want to make sure that your wealth and assets are protected for future generations. We can also help you maximise the value of your hard won assets through effective estate planning, and advise on how to increase your tax efficiency.
*The FCA does not regulate Will writing.
Other Services
Other Services
When speaking with clients we often get asked if we provide other financial advice. We are not authorised to advise on things like Pensions and Investments, as these are specialised areas of Financial Planning, and as such are highly regulated. We can however introduce you to a regulated firm of Independent Financial Advisors who can assist you if you choose. Please ask us for details.
*The FCA does not regulate taxation and Trust advice.