Will / EstatesIs your will fit for purpose? Estate Planning is the efficient passing of an estate from one generation to the next.
L. P. A.Who do you trust to act for you? You cannot appoint someone after you are impaired.
Inheritance TaxDon’t leave it to chance – Get the facts and plan accordingly.
Business Owners Do you have a well planned strategy or is your business a disaster waiting to happen?
Funeral PlansThe TRUTH about funeral plans
ReferrersYour client’s Will is likely to be their largest financial transaction. Our service adds value to your client service proposition.
WE CAN HELP PROTECT YOUR ESTATE
PROTECT YOUR FAMILY FROM THE 5 THREATS
IS YOUR WILL FIT FOR PURPOSE?
I found the service and the consultant to be professional at all times. Interested in my individual will and life and at the end of the meeting I had clarity who would support and look after me and clear that my children would benefit from my estate directly. There were no grey areas – I have peace of mind.
We help protect your family, business and clients.