A discretionary trust allows you to exert control over how and when your beneficiaries inherit preserving and protecting your assets for your loved ones.
Ensure your estate planning documents are securely stored.
We recommend a pre-paid funeral plan to help minimise the cost and remove the stress and worry of organising your funeral.
A guardianship appointment will be included within your Wills to ensure that your children are cared for after your deaths.
Lasting Power of Attorney Registration
Your lasting powers of attorney can be registered at any time in the future, but we recommend that once they are signed and witnessed that you apply to register them as soon as possible to avoid delays at the time that you lack capacity.
Lasting Powers of Attorney
Lasting powers of attorney gives another individual the legal authority to look after your financial affairs and decisions about your health and welfare should you lose the capacity to do so.
A pair of bespoke Wills that will loosely ‘mirror’ each other. When you make a Will it ensures that your wishes regarding what happens to your possessions after you have gone are clearly and accurately laid out.
Pilot trusts are trusts set up during your lifetime and which receive assets on your death such as a death in service benefit. Using a pilot trusts to ‘bypass’ your surviving spouse or partner works to lower the value of your joint estate without negatively impacting on the life of your surviving spouse or partner.
Protective Property Trust
The Protective Property Trust is a simple way of protecting your main residence after you have died. It allows you to control how your home is owned so you can be certain that your home will be gifted to your loved ones and not to strangers you have never met, and potentially lost from your family line forever.
Writing a Will requires your urgent attention. When you make a Will it ensures that your wishes regarding what happens to your possessions after you have gone are clearly and accurately laid out.