Altrincham Estate Planning Solution

When it comes to managing your estate, there are lots of things for you to consider.  Here we have shown a table of all the things you may wish to consider and what solutions can be used to plan for the risks you identify.  

To understand all of the risks and how to manage those, book a FREE Altrincham personal estate planning review today.

Options and benefits Basic wills only Wills trusts and LPA’s Lifetime trust, wills and LPA’s
Avoid the cost / delay of intestacy Yes Yes Yes
Appoint executors of your choice Yes Yes Yes
Appoint guardians of your choice Yes Yes Yes
Ensure your wishes are respected No Yes Yes
Avoid sideways disinheritance No Yes Yes
Delays children’s inheritance Yes Yes No
Avoid the cost of probate No No Yes
Avoid Probate delays min 6 months No No Yes
Avoid inheritance tax in children’s estates No No Yes
Avoid family wealth being diluted if a child divorces No No Yes
Avoid wealth dilution in the event of a beneficiary’s financial hardship No No Yes
Protect family wealth for up to 125 years No No Yes
Allow you to nominate trusted persons No Yes Yes
Avoid costs & delay of a deputyship order No Yes Yes
Avoid loss of control of a deputyship order No Yes Yes
May mitigate social care fees after first death* No Partial Yes

Why Choose us

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Investment portfolio review

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Cash flow modelling

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Fully Independent

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FCA regulated

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Financial planning

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Estate planning qualified

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Pension transfer specialists

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Occupational pension specialists

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All types of mortgages

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Care fee planning

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Low cost fees

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Corporate planning

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Wealth management

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Retirement planning

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Inheritance tax mitigation