Wills & Trusts

wills and trustsRecent changes in Inheritance Tax legislation necessitates a professional review of any existing arrangements to ensure that they do not fall foul of the potentially increased IHT allowances.

Lasting Power’s of Attorney for the donor and the attorney provides¬†greater protection than older style Enduring Power’s of Attorney documentation.

Any existing arrangements should be reviewed.

Once again, we have developed referral relationships with several Will writers who will be able to take you through this area of financial planning step by step.

Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.  The Financial Conduct Authority do not regulate Will Writing or Trusts.