Yes, it’s that simple, we want to help you protect your hard earned assets in the event of your death or incapacitation.
Our approach uses a tried and tested combination of Wills, Trusts and Lasting Powers of Attorney (LPA). These cover the most common threats to your asset base; your home, savings, investments, life assurance, pension plans and death in service benefits.
We are based in Olney and look after clients locally as well as in surrounding areas such as Milton Keynes, Northampton and Bedford.
Do you have any concerns about planning for your future?
I’d be happy to have an informal talk with you and help you to focus on the areas that might need some attention. Whether you need a simple Will, advice on protecting your assets from care costs or have more complex issues, including Mitigating Tax, finding the right solution starts with a simple phone call.
