Later Life & Estate Planning

There is no doubt that succession planning is a sensitive area to many of us and it does require care and tact when planning for your family’s financial future. My approach is simple – it is to take the time to get to know you so that I can understand what matters to you and what you would like to achieve

My experience includes:

1. Planning

Setting out a clear vision for how you will achieve your financial goals.

2. Reviews

Regularly reviewing your succession plan to keep up with rule changes and changes of circumstances to ensure you get the maximum benefit from any relevant reliefs.

3. Advice

Advising on the use of trusts and other structures and the designing of your will to ensure that your long-term wishes for succession are dealt with appropriately.

4. Drafting

Drafting of wills and lasting powers of attorney.

5. Family Businesses

To formulate a plan for how your business will be run and how issues such as divorce, death and incapacity will be handled.

Collaborative working

I can work closely with your existing advisers such as lawyers, accountants and financial planners or can provide recommendations.