The ProActive Estate Plan provides a fully comprehensive planning package. The plan includes:

 

• Detailed recording and analysis of ALL your disposable assets so that nothing gets missed, lost or goes unclaimed. 

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• Advice regarding whether your estate will be liable to Inheritance Tax and what you can do about it.

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• Advice on the best ways to dispose of assets, e.g., Family Trusts and gifts.

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• A Professionally Drawn up Last Will & Testament.

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• An annual review each year and any amendments needed then made straightaway. 

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• Drafting of Lasting Powers of Attorney for both "Health & Welfare" & "Property and Financial Affairs".

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• Drafting of a Living Will (Advance Directive), if required.

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• A pre-funded fee account to assist in the administration of your estate after death, including Probate and HMRC filings, giving your family peace of mind and help when they most need it.

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In addition to all of the above, clients may opt for additional services and advice on:

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• Digital Asset Solutions, e.g., Bitcoin etc.

• Educational Trusts for Children & Grandchildren 

• Asset Protection Trusts

• Private Foundations

• Change of Tenancy on property

• Advice on Business & Farm Reliefs

• Equity Release

• Long Term Care Planning

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Full terms and conditions of our Estate Plan please can be viewed here.

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