Wills, trusts and Lasting Power of Attorney
Protect your assets and distribute your estate in a way that means everyone is provided for.
Future-proofing your family
No matter how much you put it off, there comes a time when you need to plan for what will happen when you pass away or possibly lose mental capacity. Everyone needs a will, of course, but trusts and a Lasting Power of Attorney will allow your family to be protected and ready to take over if and when necessary. What you decide to do now will greatly impact your loved ones in the future.
Working with a financial planner
We know it’s a difficult subject to approach, which is why we tackle the matter with empathy and care. We’ll be there to guide you and help you make the right decision for your family. Their future matters just as much to us.
You may think that your affairs are too complex, but we can deal with a variety of circumstances, so you know you’re in safe hands.
The Financial Conduct Authority does not regulate wills, trusts and Lasting Power of Attorneys.