Testimonials
Mrs J from Chelmsford was concerned that any inheritance she was leaving could be lost in the divorce or financial problems that her children may have in the future. This concern was increased by the fact that one of her children was a vulnerable adult.
We understood her predicament and with the appropriate legal structure, we were able to ensure that anything left to the children could not be used by anyone outside of the family.
Mr and Mrs B from London were concerned that their property that they worked extremely hard to earn throughout years of effort would have to be sold for care fees and that it would be lost for their loved ones.
We sat down with Mr and Mrs B and through a lengthy process figured out that existing legislation allowed Mr and Mrs B to arrange their affairs to ensure that the risk of loss should the survivor enter care was removed.
Mr and Mrs T from Canvey Island wanted to leave their children an inheritance but knew that they would increase the tax liability of the children so that the same assets could be taxed twice.
With careful planning, Mr and Mrs T have considerably reduced their own inheritance tax liability but also have ensured that any ongoing tax liability has been mitigated, leaving more for their children.
Mr and Mrs B from Southend wanted to make sure that if they lost the ability to make decisions which were in their own best interests that something was in place to ensure that only trusted individuals would be making those decisions for them.
In this instance we were able to provide the appropriate legal documents so that their property and financial and health and welfare considerations were made by people that knew what they wanted and how they wanted to be treated. The alternative of having strangers from social services make these life decisions was not considered acceptable.