For You & Your Family
Trusts & Estate Planning
Bring your family, assets and longer-term wishes into one conversation, with advice shaped around what you want to protect and achieve.
Planning That Reflects Your Circumstances
Estate planning can involve more than writing a Will. You may want to consider how to provide for different generations, support a vulnerable relative or plan around business interests. We start with the purpose of your planning and help you identify which questions need careful advice, rather than assuming one arrangement suits everyone.
How We Can Help
- Reviewing family and estate planning objectives
- Considering trusts as part of wider planning
- Support for trustees and beneficiaries
- Planning involving business or property interests
- Coordinating Wills and powers of attorney
- Working alongside your accountant or other adviser
Your First Conversation
A broad outline of your family, assets and goals will help us direct your enquiry. Please say if a trust already exists and whether you are enquiring as a settlor, trustee or beneficiary.
We will listen to what you need, identify the relevant service and explain the proposed next step. Before any work is agreed, the scope, likely costs and information needed should be clear.
Questions You May Have
Do I need to know which trust I want?
No. Start with what you would like to achieve and any concerns you have. The appropriate options can then be considered.
Can you work with my accountant?
The service can be coordinated with other professional advisers where appropriate and with your agreement.
Can an existing arrangement be reviewed?
Yes. Tell us what documents exist and why you would like a review. Do not submit confidential documents through this demonstration.
Your Next Step
Let’s Start With A Conversation.
Tell us what you need help with. We will take it from there.