Wills & Estate Planning
Wills and estate planning involve organising an individual's assets and affairs for future distribution after death. It includes creating legal documents, such as wills and trusts, to ensure assets are transferred according to one's wishes, minimise taxes, and provide for dependents or beneficiaries in a smooth, structured manner. Our mission is to help you select the option that's best suited for you.
Conveyancing
Conveyancing is the legal process of transferring property ownership or rights in commercial real estate. It involves drafting, negotiating, and reviewing contracts, ensuring compliance with regulations, conducting due diligence, and facilitating property transactions such as sales, leases, and acquisitions for businesses or investors in commercial properties. We're here to guide you towards the right decision.
Wealth Management
Wealth management is a comprehensive financial service that helps individuals and families build, grow, and protect their wealth. It involves personalised financial planning, investment management, and risk management strategies to achieve long-term financial goals, such as retirement security, estate planning, and charitable giving. Finding the ideal solution for you is our priority.
Equity Release Mortgages
Equity release is a way to unlock the value tied up in your home by taking a tax-free lump sum or receiving regular payments, all while continuing to live in your property. The most popular type is a Lifetime Mortgage, which allows you to maintain full ownership of your home. The loan, along with any accrued interest, is usually repaid when the last remaining homeowner passes away or moves into long-term care. It's a flexible financial option designed to provide greater freedom and support in later life.
Disclaimer:
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As a way of a referral service we have associations with legal firms who can offer competitive rates for a Will Writing Service and Estate Planning Service.
Will writing and Estate Planning are not regulated by the Financial Conduct Authority.
As a way of a referral service we have associations with legal firms who can offer competitive rates for Conveyancing Services.
Conveyancing is not regulated by the Financial Conduct Authority
As a way of a referral service, we have associations with Independent Financial Advisors who can offer competitive rates for Financial and Wealth Management Services
Financial and Wealth Management is regulated by the Financial Conduct Authority