Trust & Estate Planning

Everybody is different, a fact of life but also a fact of death……..

Whether you are single, married, co-habiting or in a civil partnership, you as an individual have an estate. Your estate has a value which, by your own choice, you can pass on, either in life or at death, to whoever you please. This might be your family, your friends, a charity or even the government.

Whatever you decide to do, it is important to plan.

The first step in planning your estate is of course to make your Will.

By writing your Will you will give your estate executors direction.

The second step is to consider the content and value of your estate and how this can be protected from predatory influences such as divorce, care costs and tax.

The use of Trusts written into your Will can help to both protect your own interests and those of people you have bequeathed assets to.

Trusts can add more certainty to your estate planning whilst providing a great deal of flexibility in terms of access to assets and they can continue to protect those assets for many generations to come.

We will discuss a plan with you which suits your individual estate, your wishes and importantly, by your direction, those of your heirs. All you need to do is get in touch today to find out more on 01635 896907 where you will be given a friendly and professional welcome to Kept Assets Limited