Our Wills, Trusts and Estates services ensure that your assets are protected during your lifetime, while planning ahead to prepare for your survivors after your death. We also advise you whenever new rules and legislation necessitate changes in your affairs.
Wills and Estate Planning
None of us like to think about death. But knowing that our dependants are as financially secure as possible does assure us that we’ve planned for the inevitable.
It’s also worth remembering that, with increased life expectancy, circumstances and family structures may change over time.
Effective estate planning need not be complicated, although arranging it as early as possible is always advisable. We can advise you on how to make your estate as tax efficient as possible.
As executor of your will we undertake to settle your estate for your beneficiaries promptly and efficiently – with a sensitivity that befits such a difficult time for those left behind.
We can help you to set up a trust and administer it into the future. We are always available to assist you where changing legislation requires you to make amendments.
Our Money Market service administers clients’ funds on their behalf. We ensure that clients earn competitive rates on call or fixed deposit.