Later Life Planning, with a Personal Touch
Let's plan your Later Life
Later Life Planning, with a Personal Touch
Let's plan your Later Life
About
Generational Inheritance Tax Planning
Leaving a legacy for your children and Grandchildren
We want to grow old with dignity and have our care needs catered for, but we also want to some of our hard earned wealth to future generations. Planning early can help you to chose the most flexible options that enable you to be looked after and your loved ones
About us
Our team
We have 60 years of Financial and Legal services experience between us and we will always match you with the right expert to assist you
Our specialists are affiliated members of STEP (Society of Tax and Estate Planners)
Our experts include a Chartered Financial Planner with advanced qualifications in Business Planning and Tax and Trusts our other experts are Diploma Qualified Financial Planners
FREE initial 30 minute consultation with no obligation!
one of our specialist will arrange an intial telephone conversation, Zoom call or a face to face meeting at our office which will be free of charge to discuss your requirements
Friendly and informal meetings
- You will meet with one of our friendly consultants for an informal meeting so that we can 'Get to know you'
- We will explain how a Will can help you protect your Estate against Inheritance Tax
- We will explain how Trusts works and whether a Living Trust or Will Trust will work more tax efficiently for you
- We can explain why a Lasting Power of Attorney will ensure your financial matters are dealt with if you are ill or suffer an injury
- We will calculate any Taxes due depending on which of our recommended solutions you chose
Our services
Simplify your Assets
Take good professional advice from a Financial professional offering Tax and Legal advice
Take good professional advice from a Financial professional offering Tax and Legal advice
Our professional will help you to consolidate your Investments and Savings
Help you to make a list of your property assets where they are located and make a list of all parties with a beneficial interest
Our professionals will help you to make a list of all Bank Accounts, Pensions pots and Life Insurance plans with policy numbers and contact details
Take good professional advice from a Financial professional offering Tax and Legal advice
Take good professional advice from a Financial professional offering Tax and Legal advice
Take good professional advice from a Financial professional offering Tax and Legal advice
Our Financial Professionals offer financial, Tax and legal services under one roof and will help you to understand the value of your different assets and the various tax implications
Planning for your later life needs
Take good professional advice from a Financial professional offering Tax and Legal advice
Planning for your later life needs
Whether your preference is to be cared for at home or in a care residence of your choice we will discuss these needs with you to ensure you have peace of mind