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Complete Peace of Mind for later life and end of life

Complete Peace of Mind for later life and end of life

Family Trust Estate Plan

Protecting your assets in every eventuality.

Our Family Trust Estate Plan is an efficient and cost-effective way for you to protect your assets at the end of your life, while also maintaining control of your financial affairs in later life if ill-health were to make it difficult for you to manage your financial affairs.

Our Family Trust Estate Plan gives you the combined protection of: -

A Family Trust Will;

And

A Lasting Power of Attorney for Property and Financial Affairs;

The cost of a Family Trust Estate Plan is £795.00 if you are single and £1195.00 if you are a couple. The Office of the Public Guardian will also charge a fee of £82 for each Power of Attorney to be registered.

"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

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