Estate Planning, Trusts & Wills
Family moments are priceless. But what would happen if you weren’t there to cherish them? Careful planning can ensure that your loved ones are financially secure and that your business interests can continue to flourish.
Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of their estate during life and after death. Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of probate and maximising the value of the estate by reducing taxes and other expenses.
What you leave behind matters, so our service will support you:
To make sure your Wills are up to date and properly written.
To manage the cost of care fees.
If you are worried about succession planning in your business.
If you have an estate that is valued at more than £325,000.
To set up Lasting Powers of Attorney so that you are properly cared for in the event of losing the ability to look after your own affairs and/or health.
If you receive an inheritance.
If you would like to establish a charitable foundation to support your philanthropic interests.
Arranging trusts such as discounted gift trusts.
When you want to set up education trusts for your children or grandchildren.
“We have no hesitation recommending UNIQ Family Wealth. We feel we can always trust them implicitly.”
Tax & Estate Planning Clients
The Financial Conduct Authority (FCA) does not regulate trust advice or Will writing.