Wills
A will is a legal document that gives you the power to leave your property and possessions and money after you're..
A will is a legal document that gives you the power to leave your property and possessions and money after you're..
Business protection helps businesses plan for the unexpected. It is designed to protect companies from financial loss..
Put simply; a pension is a type of long-term savings plan, a pot of money you or your employer pay into as a way of..
A lot of people think trusts are only for the super-rich, but not so. A trust is a fantastic tool for anyone who wants to..
This question and its consequences were front of mind when establishing Trust & Succession Planners Limited.
That’s because not planning for the unexpected, or even the expected, and not having an estate plan in place, can have disastrous outcomes. We never want this to happen to you.
When we all start our working lives, we strive to be successful in creating a happy and financially secure future for ourselves and our families. However, nobody knows what is around the next corner. If the “what if” happens, will your family still have the future you planned for?
We recognise how easy it can be to go about our daily lives without thinking too much about the “what ifs?” Whether through procrastination, busy lifestyles, or not wanting to consider their own mortality, many people delay or ignore estate planning, assuming it’s unnecessary.
We think this is a big mistake.
Our vision when we started is the same one that guides us today. We strive to give our individual and business clients peace of mind by providing leading specialist advice to navigate challenges that life periodically puts in their path.
The aims of our experienced and qualified Estate Planning Consultants are:
At Trust & Succession Planners Limited, we pride ourselves on our dynamic and bespoke advice strategies. We take steps to ensure our clients maximise all available options when considering efficiencies around income, capital gains and inheritance tax. Our overriding objective is to help you achieve your current and future goals.