Beyond the ordinary

A selection of our Specialist Services

'NET WEALTH ASSESSMENT'

How much am I worth?

A comprehensive assessment of your wealth and the probability of your liability to Inheritance Tax (IHT), and what actions you can take to mitigate it, and preserve more your for loved ones.

'WILL REVIEW'

A comprehensive look at your Will. 

  • Does it say what you want it to say?
  • Is it valid?
  • When was it written?
  • Is it still relevant?
  • Are the Executors the right choice?
  • Are the Beneficiaries the right choice?
  • Are the legacies correct?

'LASTING POWER OF ATTORNEY' (LPA)

A comprehensive explanation of the benefits of an LPA. Guidance, construction, completion, implementation, and submission to the OPG (Office of the Public Guardian)

  • Do I need one?
  • Should I have one?
  • I have one, is it still current?
  • Should I have a Property and Financial LPA?
  • Should I have a Health and Welfare LPA?

'EXISTING PORTFOLIIO ASSESSMENT'

Are you getting value for money?

A comprehensive analysis of your existing plans.

  • Performance
  • Risk
  • Costs
  • Charges
  • Fees
  • Assets allocation
  • Geographical Spread
  • Peer Performance

'EXISTING ADVISER ASSESSMENT'

 

  • Does your current Adviser add value?
  • Does your current Adviser pay due attention?
  • Does your current Adviser keep you informed?
  • Does your current Adviser explain matters fully?
  • Does your current Adviser care?

'TRUSTS'

A comprehensive explanation of Trusts. Loan trusts, Discounted Gift Trusts, Discretionary Trusts, Wealth Preservation Trusts, Life Assurance Trusts, Split Reversionary Trusts.

  • In protecting your assets from tax
  • In protecting your assets from hostile parties
  • The use of Trusts in keeping control
  • The use of Trusts in maintaining family wealth
  • The use of Trusts in making effective Gifts
  • The use of Trusts to avoid Probate