Who we help...
Growing and running a business is hard but one benefit of the hard work is that the wealth built up in a business can be passed on very tax efficiently if your Will is structured appropriately.
Now that they’ve flown the nest, your thoughts may turn to ensuring you hard earned assets can be enjoyed by your loved ones without their inheritance being lost or taken from them and that your lasting powers of attorney are in place.
With no one to share the responsibility, making the right decisions about your children's future if you’re not around falls to the single parent. Appointing Guardians in your Will makes sure that someone will be there to care for them, even if you can’t be.
For peace of mind and to avoid unnecessary breaks in loving care, the right people need to be officially appointed as Guardians in your Wills and they need to be structured so that the assets or life assurance your leave behind is inherited at the right age.
Starting to build assets such as your first home and making sure it can be enjoyed by the people you want to pass your assets on to requires a little thought to make sure planning isn't taken out of your hands.
Making sure that those assets you’ve worked so hard for are passed onto your children and grandchildren in a timely, cost effective and tax efficient manner requires the right structure in place so you can be certain assets aren’t diluted or threatened as they pass to the next generation.