Considered succession and estate planning
Succession planning entails developing a strategy which ensures that the assets of individuals and their business are transferred to the right people, at the right time in the most tax efficient manner but at the same time preserving sufficient assets and income in their own right to ensure a happy and financially secure retirement.
We work closely with clients over a long period gaining a strong understanding of their needs and desires in order to assist them in developing a strategy that achieves what they want and is efficient and commercially sound.
There are a large number of factors to take in to consideration when considering succession and estate planning and we ensure that clients take all of these in to account before deciding on the best plan.
It is our belief that clients need to review their long term planning on a regular basis and we always work closely with them to achieve this.
We can assist in the preparation of a will working closely with solicitors to ensure that all areas are considered and included as necessary. We also act as executors for a number of our clients giving them peace of mind that their financial affairs will be conducted as they would wish after death.
Please contact us for more information and advice regarding our succession planning and wills services.