Contact us today to discuss your requirements (evening appointments available): 01924 682091
Estate Planning & Trusts
We offer extensive Will drafting and estate planning advice.
A trust is a legal instrument that can protect your property, money and other assets for your beneficiaries and even future generations. It can be used with a combination of financial planning, lifetime giving and gifts upon death.
Trusts are set up to:
control and protect family assets and handle the affairs of someone who is considered too young
handle the affairs of someone who is incapacitated
pass on assets while you’re still alive
pass on assets when you die (a ‘Will Trust’)
We cover all the different types of trusts, and advise based on the client’s circumstances, for example:
Inheritance Tax planning
Care home fee concerns
Bloodline planning
Ensuring an unwanted Will claim is not successful
Macánta: (Adj.) · honest, sincere, trustworthy
· scrupulous with regard to telling the truth
Wakefield Office
01924 682091
The Hive, 142 Thornes Lane
Wakefield, West Yorkshire
WF2 7RE
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