Services We Offer
Explore our comprehensive suite of services. From wills and trusts to asset protection and legacy planning, we offer tailored solutions to safeguard your wealth and secure your family’s future.
Discover how we can offer a bespoke a strategy just for you. Your peace of mind begins with understanding your options. Start your journey to financial security and legacy preservation by reviewing our extensive offerings today.
The Asset Protection Strategy is tailored for individuals who want comprehensive protection for themselves and their family’s future inheritance. It’s ideal for those who’ve diligently built wealth, particularly if a significant portion of that wealth is tied up in their home. This strategy is specifically crafted to guarantee that the wealth they’ve accumulated is safeguarded to the fullest extent both today and for generations to come.
Everybody should have a Will. Without it, you have no say over what happens to your assets when you die. Your Will is important, and professional advice will ensure that your Will complies with all the legal requirements. A professional service also ensures that your instructions are clear and will be followed after your death, and that you have taken advantage of any tax reliefs available to you.
Estate planning involves the process of assessing the value of your estate and ensuring that the right documentation is in place (such as Wills, Trusts and Lasting Powers of Attorney) to hand over your assets and pass on your business interests after your death, in line with your wishes.
Lasting Powers of Attorney
A Lasting Power of Attorney (LPA) is a legal document that allows you to choose who will take over your affairs if you lose capacity. Most people think about loss of capacity as being purely a result of old age. However, we can all lose capacity at any time as a result of an accident, illness or stroke.
Putting your assets into Trust allows you to protect them from a number of threats and “what if” scenarios.
Secure Document Storage
Storing your wills safely and securely is incredibly important. Contact us to learn more about secure storage.
“Before working with John, we had a will in place however, were aware that it was out of date and inadequate for our growing property portfolio, especially given that we had been investing in property and knew that we needed to update our wills and estate to reflect this. We really needed to protect our assets for our children and in the event that anything would happen to either of us.
Thanks to John’s professional and articulate service, we now have a robust will, trust, Lasting Powers of Eternity and life insurance in place which will ensure that our wealth transfers on to our children as we would always wish.
John’s service was very supportive and he helped us to navigate through the various legal aspects and ensured that the paperwork was completed accurately in a timely manner. I wouldn’t hesitate to recommend John to anyone who has an estate they would wish to protect for their family.”
Free Estate Planning Guide
Learning how to protect your assets can feel like an overwhelming topic. Our FREE Estate Planning Guide will help you to understand the process and how to get started.