Services

There are a number of ways in which your home, savings and business are vulnerable to attack. We're here to safeguard these hard earned assets for you and your family, using simple but effective strategies.

Irrespective of your age or the value of your estate, making a Will and putting your affairs in order is one of the most important tasks that you are likely to undertake. We are happy to meet you in our office, in the comfort of your own home, or even on the phone or a skype call, to assess your current situation, answer your questions and provide peace of mind for the future.

Wills

Making a Will enables you to plan exactly what will happen to your property (estate) following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any disputes between relatives.

 

Business Succession

Hard work and dedication has meant that you have built up a sound business to benefit you and your family and naturally, you would want to ensure that your loved ones are provided for in the event of your death. You must ask yourself, "What if the worst was to happen?"

Bloodline Planning

Bloodline Planning is ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands!

Planning for Care Costs

Should you or a family member require Long Term Care we can provide help and advice in relation to a number of issues that could arise. Where a financial assessment is required, we can assist with this and ensure that the correct approach is adopted by the Council or Local Authority and that all the necessary processes are followed.

Next Steps...

To arrange a meeting with one of our advisers, click Apply Today.