The perfect legacy is not leaving your loved ones with tax diminished funds and legal battles to access what you had hoped to leave behind.
Your wealth can have a massive impact beyond your lifetime. With foresight, you can ensure that impact is as positive as possible. We can help you prepare for tomorrow.
Everyone has a different idea of how they want to pass on their wealth. You might want it to pass directly to family members. You might want to leave a philanthropic legacy. You may wish to reduce the effect of inheritance tax on your estate and consider the use of family trusts or charitable foundations. Or your wealth might encompass businesses, property and investments in the UK and abroad that require specialist considerations.
The perfect investment is the one that meets your expectations
More recently an increasing number of our clients have requested information, in respect of legal advice, as to how they can protect their assets from 3rd party threats. Many clients fear that their home may be lost to pay for care home fees; others fear that their children may be dis-inherited when they are no longer here. As I am sure you can appreciate, this area of law is complex and requires specialist advice.
We work with professional law specialists to help you understand the law further and the risks that may impact your wealth – and what may be done to reduce the impact.
We can help you with the many aspects of inheritance planning, including making your will to, trusts, and other tax efficient ways to ensure your wealth is best structured for your beneficiaries.
We can help you create your Perfect Legacy.
OUR HAPPY CLIENTS
"Hayden has advised me on my financial affairs recently to my great benefit and advantage. Hayden breaks the mould in this respect by being second to none in providing succinct, honest, clear, patient, and straightforward advice and information about the confusing jungle of options out there. I can recommend his services without reservation."− Mr A R Oppenheimer
"I feel that you have my best interests at heart. When I first approached you I was worried that putting my affairs in order would be confusing & expensive, thanks to you this has not been the case. You have helped me make the right decisions based on the knowledge you provided."− Mrs Chalmers, Harrogate
"Hayden explained things clearly & we felt he had our best interests at heart. We were very impressed…he certainly took our stress away. We would definitely recommend him"− Mr & Mrs A Partridge, Boroughbridge
"Very prompt & efficient. Hayden was polite & down to earth and made us feel like he had our interests at heart. He explained everything we needed to know clearly and sorted out our finances very quickly. I would readily recommend him to any of our friends."− Mrs Ewalt, Harrogate
"We are more than happy with the help we received from Hayden. We were very impressed, he clearly explained everything we needed to know, and we are so pleased he was recommended to us."− Mr & Mrs Sadler, Knaresborough