Were you happy with the advice you were given when you did your Wills?
You won’t be surprised to hear that not all Will-writers are the same. Technical knowledge is one thing, applying it is another, but there is no substitute for good old-fashioned practical experience of life to be able to deal with such a wide variety of scenarios faced day-in day-out.
I am a qualified Chartered Management Accountant; I understand about running a business which is a huge advantage when meeting business owners. I have had family go into long term care, put robust practical plans in place to tackle Inheritance Tax, protected capital for vulnerable adults, all because of the length of time I have been running my business. If you are struggling to solve your inheritance plan, why not get in touch because we would love to help.
Complicated scenarios often need a separate advice meeting with recommendations to follow, when approved, we can move swiftly on to putting in place the kind of documents you need. Our aim is to keep things as simple as possible, but you will I trust understand that you can’t use a sticky plaster on every wound. Getting it right first time though is best, it may cost you more than you think to get there but you will be glad to get it done.
If you would like to talk through your situation on the telephone and follow it up with a meeting, please get in touch here.