Initially, when we begin to assess client’s financial advice requirements, we often focus on the need to make a suitable will. It is so important for our clients to understand the importance they play in financial planning, as much of our investment and protection advice is based around a suitable Will being in place.

If an individual dies without having a Will in place then his or her estate remains within the laws of Intestacy, often resulting in the immediate family or beneficiaries losing control distribution of the deceased person’s assets.

Trust work normally means that we look at client’s wishes both now and after their death. In short, a Trust document (or trust deed) ensures that the client’s wishes are carried out in full upon their death and also in keeping with their wishes when they are alive.

Trusts have recently been the subject of big changes as a result of Gordon Brown’s review and careful consideration must be made when utilising Trusts. We work closely with Solicitors and our combined efforts will ensure you have the best guidance.

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