Estate planning education centre
We work with generational asset protection to ensure our clients get the best possible estate planning and inheritance tax advice. They've kindly let us display some of their educational animations, to help you learn more about the subject.
5 Threats
You can control your money after you die, but only if you take action now.
5 Threats
You can control your money after you die, but only if you take action now.
Business succession
Ensure what you have built with a lifetime's hard work, will stay with you, your children, your grandchildren and all the generations to come.
Business succession
Ensure what you have built with a lifetime's hard work, will stay with you, your children, your grandchildren and all the generations to come.
Creditors bankruptcy
Ensure that your children and future generations enjoy their inheritance from your estate for years to come.
Creditors bankruptcy
Ensure that your children and future generations enjoy their inheritance from your estate for years to come.
Cross Option Agreements
Cover your relatives, ease worries of business partners and give yourself the peace of mind.
Cross Option Agreements
Cover your relatives, ease worries of business partners and give yourself the peace of mind.
Divorce of Beneficiaries
Setting up a simple trust alongside your will ensures your money goes where you want it to go.
Divorce of Beneficiaries
Setting up a simple trust alongside your will ensures your money goes where you want it to go.
Generational IHT
Set up a simple Trust in conjunction with your Will can ensure your children's inheritance is only taxed once.
Generational IHT
Set up a simple Trust in conjunction with your Will can ensure your children's inheritance is only taxed once.
Lasting Power of Attorney
Appointing someone you trust implicitly as your lasting power of attorney is important.
Lasting Power of Attorney
Appointing someone you trust implicitly as your lasting power of attorney is important.
Make a Will
The absence of a will can cause problems, for your family at the very worst possible time.
Make a Will
The absence of a will can cause problems, for your family at the very worst possible time.
Marriage after death
Setting up a trust alongside your will enables your partner to benefit fully from your assets.
Marriage after death
Setting up a trust alongside your will enables your partner to benefit fully from your assets.
Multiple Sibling Trusts
Having multiple Trusts allows you to take you children’s individual needs into account.
Multiple Sibling Trusts
Having multiple Trusts allows you to take you children’s individual needs into account.
What is a Trust
Trusts have many uses, they can stop unintended parties from getting their hands on hard-earned money after you're gone.
What is a Trust
Trusts have many uses, they can stop unintended parties from getting their hands on hard-earned money after you're gone.
Why use a professional Trustee
Determining who will oversee your assets after your death is an important decision.
Why use a professional Trustee
Determining who will oversee your assets after your death is an important decision.
Will clarity
The Will clarity statement fully details your decisions and the reasons & circumstances behind them.
Will clarity
The Will clarity statement fully details your decisions and the reasons & circumstances behind them.
Start a conversation
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