Our aim is to help you preserve your family wealth and pass it on to those you wish to inherit.
We will help you define your estate planning objectives; identify those you wish to benefit, determine when wealth should be distributed and recognise threats to your wealth. We can then advise you on suitable estate planning strategies and once agreed implement them on your behalf.
The advice process starts with gaining a greater understanding of your situation and objectives. It is important that both partners in a couple are at the initial meeting which will usually be at our offices. We may be able to meet at your home if you are close to the Brighton and Hove area. We will explore your situation during this initial meeting, determine a strategy for your death planning (Wills and Trusts) and if you are ready to move ahead we can start the process immediately by taking your instructions and payment. Once you have instructed us we will prepare Wills and other documents promptly.
For those clients with a level of wealth that will generate an Inheritance Tax liability on death irrespective of Will planning, we may also recommend more advanced lifetime planning to reduce the liability.
Unnecessary jargon and complication hinder understanding and we will do our best to explain our advice simply and provide readily understandable solutions. We avoid highly risk or contentious strategies.
We would be pleased to speak to you regarding your situation and our services, so please contact us.
We will help you define your estate planning objectives; identify those you wish to benefit, determine when wealth should be distributed and recognise threats to your wealth. We can then advise you on suitable estate planning strategies and once agreed implement them on your behalf.
The advice process starts with gaining a greater understanding of your situation and objectives. It is important that both partners in a couple are at the initial meeting which will usually be at our offices. We may be able to meet at your home if you are close to the Brighton and Hove area. We will explore your situation during this initial meeting, determine a strategy for your death planning (Wills and Trusts) and if you are ready to move ahead we can start the process immediately by taking your instructions and payment. Once you have instructed us we will prepare Wills and other documents promptly.
For those clients with a level of wealth that will generate an Inheritance Tax liability on death irrespective of Will planning, we may also recommend more advanced lifetime planning to reduce the liability.
Unnecessary jargon and complication hinder understanding and we will do our best to explain our advice simply and provide readily understandable solutions. We avoid highly risk or contentious strategies.
We would be pleased to speak to you regarding your situation and our services, so please contact us.