Becoming an Estate Planning Client
Whether it is one piece of advice, a Will to prepare or an ongoing service of review and updates, we are here to help our Estate Planning Clients.
Advice Work
Including:
- Checking your existing Wills or Trusts to see that they are current and up to date with the law and your wishes/circumstances;
- A discussion on the merits of Lasting Powers of Attorney and Living Wills;
- A discussion on how trusts are used within Wills and the advantages and disadvantages of including such a structure;
- A discussion on your current Inheritance Tax position; or
- A discussion on how best to own/hold joint property between husband/wife to maximise protections and allowances;
Transaction Work
Including:
- Preparing fresh Wills or Lasting Powers of Attorney
- Preparing a schedule of likely Inheritance Tax that would be payable;
- Arranging for other matters such as trusts, property transfer work.
Ongoing Servicing (Reviewing and Updating)
Including:
- Refresher meeting of the structure of Will-Trusts;
- Review of existing Wills and Trust documents and suggested updates;
- Review of current tax and legislation;
- Reviewing your own circumstances and wishes;
- Reviewing trustees and executors – their roles and responsibilities in administering your Wills/Trusts.
As to how we work with our Estate Planning Clients, the choice is yours.
Becoming a Client
What you can expect from us
- Expertise and experience in the use of trust structures within Wills and Estate Planning.
- Fast and reliable service.
- A sensible, structured approach to reviewing your arrangements so that you are kept up to date.
- Transparency: from taped meetings of advice, to transparent fixed fee cost options for each and every type of work we undertake.
- Expert knowledge of other good professionals such as financial advisors, solicitors, accountants and for property conveyancing. We can point you in the right direction based on experience of what it takes to be a trusted advisor.
- The drive to always exceed your expectations and such that you may recommend our services to your friends, family and connections.
What are we striving to achieve for you?
- To impart our knowledge to you so that you are enthused in taking your Estate planning matters seriously
- To provide you with an open mind as to flexibility of options for best meeting your needs and wishes
- To be honest and straightforward in our communications with you so that you are likewise open and transparent with us so we can best achieve your aims
- To have open dialogue so that you are free to give valuable feedback to us on our service
- To give you the trust and faith in our advice and strategy so that you help us help you to work within time frames and next stages we plan with you
- To encourage willingness for reviewing your Estate planning at regular intervals.