What we do
How Can We Help You?
A properly drafted and executed Will can save your loved ones time, effort and upset at a very stressful time.
Call us today for a confidential chat with one of our fully trained and qualified consultants.
Trusts are an important part of intelligent Estate Planning, particularly in the case of young or otherwise vulnerable beneficiaries.
They can help ensure that specific or complicated wishes for your estate are carried out, by people that you trust.
Please ask our consultants if a Trust may be suitable for you.
Put simply, estate planning is properly preparing for the transfer of wealth and assets after death to your beneficiaries.
With good advice and strategies, it can help minimise tax liabilities and ensure that the maximum benefit is passed on to your loved ones, while fully complying with tax legislation.
Our partners will be happy to advise on all aspects of estate planning.
If you are 55+ then you may qualify for a equity release mortgage. The equity release market has grown and has become more sophisticated and heavily regulated and that gives you more choice and a greater protection.
If you are a home owner and looking to secure your home for your old age and release some hard earned cash, this maybe for you.
To find out if it is suitable for you, talk to our independent fully qualified adviser with no obligation.
A pre-paid funeral plan is a simple way to arrange and pay for your funeral in advance, whilst protecting your loved ones against unexpected costs and making sure everything’s how you would have wanted it.
By planning ahead you can:
Have peace of mind that you’ve arranged and paid for your funeral in advance.
Beat rising funeral costs by paying for your funeral at today’s prices.
Plan it your way to make sure your final wishes are met, meaning less stress for your friends and family.