Services

Your Strategic Partner

Strategizing

Strategizing

Our services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

We can do a full fact-find to look at all your property, asset, and business needs.  Everyone's circumstances are different, we help you put plans in place.

Implementation Planning

Succession planning

The question is from your hard work building a nest egg, what do you do to ensure those you love succeed both family and business succession is an important factor in death planning.

Realize hold on your plan education, career, home, or even business to find out that the state wants it cut from your hard work on death.  It is down to you to protect your assets, savings, pensions and investments from outside attacks.

Giving you peace of mind. 

Finance Consultancy

Why Do I need a will?

  • Everyone should have a Will, but 2 out of 3 people have not yet made a Will and those that have, may not have the correct Will in place.

  • An estimated 70,000 people per year have to sell their homes to pay for care.

  • A large proportion of any inheritance is lost in future divorce settlements, to creditors or bankruptcy and unnecessary taxation.

  • If you own a business or a share of a business then your spouse / partner and children may not inherit your share of a business.

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Bloodline planning

Assets not protected by a Trust face attack from...

  • Distributing assets absolutely to beneficiaries exposes those assets to risk.

  • Creditors or Bankruptcy claims.

  • The Divorce or separation settlements of future generations.

  • Further Inheritance Tax bills.

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care costs

What can happen?

  • Your home may have to be sold to pay for your Long Term Care costs.

  • Your savings and investments could be wiped out.

  • Any income would be assessed and used towards the cost of your care.

  • Your children and grandchildren could lose their entire inheritance.

Implementation Planning

Lasting powers of Attorney

  • An elderly relative losing capacity is difficult enough for loved ones to deal with, without the added worry that finances are becoming muddled.

  • The prospect of unpaid bills can cause unnecessary stress and anxiety, and delay someone's recovery.

  • Having someone you know and trust and more importantly understands you, to manage your affairs, is far preferable than a court official.

  • Even the young can encounter problems due to or illness.

Lasting powers of attorney assure your loved ones, family or friends can carry out your wishes in health and Finance rather than the courts or state.