Estate Planning and Intergeneration Wealth Management
Leaving loved ones behind is hard to think about, but the last thing anyone wants is for their partner or children to deal with legal problems at a time of grief. So, young or old, Estate Planning is an integral part of your wealth protection.
A carefully crafted Estate Plan, however, goes much further than simply distributing wealth (that took a lifetime to build) to chosen beneficiaries. For most of our clients, ensuring their wealth is distributed (or even inherited) in a smooth, tax effective, and ‘protected’ manner is equally important.
Working in conjunction with specialist Estate Planning Solicitors, who will draft all required legal documentation, we can assist you to create an Estate Plan to maximise and retain the value of your wealth within your family group:
Wills;
Testamentary Trusts;
Enduring Powers of Attorney and Guardianship Orders;
