Do you have a question about your will?  Yes, I have a Question

Don't be scared of trusts!

Why Trusts are your Best Friend

A short video blog explaining why trusts are a user-friendly and economical part of your overall estate plan

Lots of people are intimidated by trusts – they do sound a bit complicated and expensive, don't they?  

But actually, trusts are not scary at all. They can be as short & simple, or as detailed and protective, as you need them to be. When you’re creating your estate plan, they’re your handiest tool and your best friend.

In this video, I explain that a trust is, at heart, just a job description.  I also tell you about the diverse outcomes you can achieve by using a trust, from the simplest to the most detailed.

View the Video by clicking here.

As ever, when you’re thinking about your estate plan, it’s a matter of choosing the right tool for the job in hand. That’s where we can help you, with guidance about the best way to address your individual concerns.

So, for a sympathetic chat about your situation, just call us on 0151 601 5399 or get in touch via the contact form below.

"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

Read More Testimonials