Make Sure Your Loved Ones Stay Protected

Care For Your Loved Ones When You’re No Longer There

One of the most important things for any individual is making sure that your loved ones are taken care of in the event of your death, and it is essential that you consider the impact your passing could have, not only on your family but also your assets. This is especially important nowadays as Capital Gains Tax and Inheritance Tax rates are increasing, and the tax exemption thresholds are decreasing. A life insurance policy should provide a steady income for your beneficiaries, but there are other things to consider, such as your assets, your business interests, and any provisions to cater for special needs children or the elderly and so forth.

We can help you on all aspects of estate and succession planning and making your Will by guiding you through the process in order for you to arrive at the solutions which best suit your unique circumstances. We will analyze your specific situation and then help you to structure your assets in a tax efficient manner in order to ensure that your family members are adequately provided for while minimizing their exposure to government tax. We can offer you a comprehensive service on all aspects of estate planning, tax planning and the drawing up of Wills and allow you to rest safe in the knowledge that your family and loved ones are taken care of in the future.

We can help you with:

  • Making up a Will
  • Estate planning
  • Tax planning and tax relief
  • Transfer of a family business
  • Setting up a Trust
  • Making provisions for the elderly, family members with dementia, and special needs children
  • Incorporating charity donations into your planning

For further information and independent advice, please contact one of our AlderBrook advisors.