Legacy Planning for your Property Portfolio
Investing in property is increasingly popular as a way to generate extra income for you or a family member, build a business or even provide a pension. They can also form a wonderful inheritance, as long as you plan ahead and take care to consider all the angles.
Modern families are complex – with second partners, children from more than one relationship and vulnerable family members you want to protect and see taken care of for life. That means that a simple Will probably won’t meet your needs. Without careful planning you could be:
- leaving your loved ones open to sideways inheritance (when your assets pass away from your family in favour of the family of your spouse),
- high levels of inheritance tax and
immature vulnerable family members not getting the full benefit of your estate.
Let our legacy planning experts help you navigate the process, making sure all eventualities are considered and your affairs are arranged in the most tax efficient way.
Wills and estate planning don’t need to be complicated; they just need the expert guidance to explain them in everyday language. Our team of legacy experts are easy to reach and easy to understand, giving your teams solid, reliable information and advice they can trust.
Over Twenty Years Providing User-Friendly And Professional Legacy
Advice And Expertise On Every Aspect of Your Estate
Lasting Powers of Attorney
Protecting young and vulnerable beneficiaries or passing the income of property to one loved one ownership remains elsewhere.
In the case of a death in service, helping your employee’s family navigate probate without eroding the value of your property portfolio.