Lifetime Planning

When trying to minimise the inheritance tax payable on your estate by your beneficiaries, there are many different options, depending on the circumstances. Subject to your particular situation, the size of your estate and various other factors, we can provide you with a list of available options. Having a Power of Attorney in place allows a person of your own choosing to administer your affairs in the event that you are mentally incapable of doing so for yourself. This type of incapacity can affect not only the elderly, but also the young as a result of accident or serious illness.

It's hard to imagine not being able to live in your own home and look after yourself. Planning at the right time to make sure any care you may need in the future is covered without having to sell your home is important for some people. You can contact us to find out more about the rules about paying for a permanent care home place.

If you have young children, you should consider appointing guardians in case anything happens to you while you are still young, even if you have supportive "god parents". We all know that the choice of godparent is sometimes an emotional decision made a specific time and circumstances change. Appointing guardians is something that can be handled when making your Will.

More details about our Lifetime Planning services...

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Meet the Lifetime Planning Team...