Division 01
Legacy & Estate Planning
Trusts · Estate and Inheritance tax planning · Will Writing services · Lasting power of attorney preparation and guidance · Probate assistance · Property inheritance and transfers
What this division does
This is probably our division whose services are most in demand.
It covers what happens to your assets if you are unable to make decisions yourself, or when you are no longer here.
Sorting these difficult decisions out whilst health and age are on your side helps to create peace of mind for you and your family.
Decide who, write it down clearly and accurately, register it, and keep it up to date. Most families do not get past the first of those.
57% of people over 60 do not have an up to date Will.
80% of people over 60 in the UK have not arranged and registered a Lasting power of attorney. Generational Planning Group
Wills, trusts, probate and estate planning are not regulated by the Financial Conduct Authority.
Book an appointment
An hour, at our office or yours, or online if that is easier.