LEGACY PLANNING

It’s about getting good advice, considering everything that could affect your wishes and being aware of all your options so that you can make your own informed choice.​

Young or old, for most of us, making plans to ensure that our loved ones are taken care of once we have gone and making sure that they get the maximum benefit from the assets we have managed to acquire through hard work, is one of the most important things we will ever do.

 

But, it’s not just how much we are leaving to them that is important. It’s crucial that our assets are well protected and secure whilst we are still here during our lifetime so that our loved ones receive the maximum inheritance when we are gone.

 

It’s a sad, but all too common fact, that Sideways Disinheritance affects thousands of families every year. Assets meant for children or other beneficiaries are often diverted away from the desired inheritance line due to one of many possible events in life that will affect most families at some point.

 

What is most frustrating is that the deceased’s wishes not being fulfilled is all so avoidable. In addition, the many expensive deductions that dilute someone’s estate after they have passed on, plus the lengthy delays a beneficiary suffers before receiving their inheritance, can be mitigated completely or reduced dramatically with a little thought and the right planning.

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The problem is often that people just don't receive the help they need to consider all of the eventualities that could adversely affect their wishes. They simply aren’t aware of all the options available, such as Family Trusts, which are without doubt the most useful and robust Legacy Planning product to provide the certainty and peace of mind that wishes will be respected and loved ones’ inheritance protected.

 

Everyone’s personal and family circumstances are different and a Will alone might not be sufficient to ensure that your wishes are met. There are many different legacy planning options and that’s why we will ensure that you receive sound advice, tailored for your own personal circumstances so that you can make your own informed decision.

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Qualified Barrister 

Intermediary

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I am a qualified and accredited Legal Intermediary, here to support you and your case through the legal process.

Successful Examinations

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I have successfully completed examinations and programmes for continual professional development with the Bar Standard Board

Legal

Specialist

Areas of specialism : Wills & Legacy Planning, Trusts, Lasting Power of Attorney and Business Protection and Continuity.

Get in touch today with any questions or to book an appointment:

TESTIMONIALS

Happy Clients

Like most people ‘’ Legacy’’ planning was something we kept deferring as no one wishes to think of not being around anymore. Our pension specialist / advisor the CEO of Financial Options Group Mr Christian Pepper suggested we speak with Caroline as we were implementing our retirement plans. We found Caroline very professional whom explained clearly in understandable language the considerations and planning we should consider for our family and dependents and close friends. Nothing was too much trouble and Caroline was easily contactable at all times to answer any questions that arose . Several home visits were made by Caroline whom demonstrated empathy, understanding of our concerns and excellent knowledge of current  legacy rules and regulations . 

We would certainly recommend Caroline to anyone as she ‘’ Delivers Service of Excellence '' 

We felt at every stage that  we were putting our future wishes in the best hands. 

Keith and Linda