Estate planning solutions

Above all, we pride ourselves in offering our clients a professional but ‘user-friendly’ service. However, all of these require significant planning over an. This helps avoid family conflict and unexpected occurrences after you pass away, and gives yourself and your loved one’s peace of mind. We work around your needs, with a sensitive work ethic that focuses on your wishes.

We specialise in serving high net worth individuals, families and businesses. Based in Beverley, East Yorkshire, we advise clients throughout the UK. As a consultant in this area I can recommend some tried and tested solutions. Ask for a meeting with the developer and explain your situation. Legal complaints form in.

Meeting you in person allows us to identify your estate planning objectives and to provide guidance and advice, go through the options available to you and to make appropriate recommendations. Planning out your estate is a complex, oftentimes arduous task – let us help you with a few simple steps. There are multiple elements to an estate , all of which should be considered in the formulation of a plan.

When most people think of an estate , the first thing that usually comes to mind is a will. At AAP Financial Solutions you can remain safe in the knowledge that we’ll handle all of the necessary research and paperwork. REQUEST A CALLBACK T. Our knowledgeable and approachable consultants offer professional advice and guidance regarding all aspects of the estate administration process.

A Lasting Power of Attorney (LPA) is a legal document that allows you to choose who will take over your affairs if you lose capacity. Most people think about loss of capacity as being purely a result of old age. We place an emphasis on migrating assets from generation to generation in a tax efficient manner. We ensure to provide a personal, professional, affordable, and convenient service. With this in min we offer complimentary consultations with an estate planning attorney to evaluate your needs and educate you on your planning options.

It should be note however, that there are many areas in which the best solution requires a personalized touch that is simply unavailable online. Her incredible organization, work ethic, and get-it-done attitude has made her indispensable to our firm. And she does it all with perpetual kindness and sincerity. Estate planning is a perfect example. Let us help you put your house in order whilst you still can.

Will Planning Solutions Ltd. We spend time getting to know a client and finding out what is important in their lives. We do not just create a generalized estate plan, but one that is customized to reflect the values of a client and one that will carry on their legacy. Effective estate planning and flexible access The Wealth Preservation Accounts (WPAs) help reduce your clients’ inheritance tax liability, whilst allowing them to receive periodic payments from the trust.

The payments to your client are flexible and the trustees can pass money to the beneficiaries at any time. It’ll really help the people you leave behind to know exactly what you wanted and make it easier on them. Sorting out your affairs with an estate plan also means: letting family and friends know where you keep your will. Trusts can offer additional security and guarantees to protecting your estate and wishes. From Flexible Children’s Trusts to Wealth Management Trusts, we offer a variety of different Trusts to meet your needs and offer various solutions.

Independent Financial Solutions offers an expert estate planning service, including independent inheritance tax advice. We can help ensure that everything is in place when it comes to the future of your financial affairs. We’re so confident in the benefits of the planning we do that we offer a free, no obligation 90-minute estate planning consultation that could save your family tens or even hundreds of thousands of pounds”.

With a track record of delivering estate planning solutions more than four decades, and recognised within the industry as the leading provider of estate planning, we’ll work closely with your adviser to manage the effective transfer of wealth between generations.